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THE STEWARDSHIP CENTER, INC.
THE STEWARDSHIP CENTER,INC.
CRD 112626 · SEC 801-133889
LA, United States
Phone
800-528-6191
Fax
888-580-1962
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.9M
Discretionary AUM
$141.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $222K |
| High net worth individuals | 8 | $27.7M |
| Pension/profit sharing plans | 1 | $4.9M |
| Charitable organizations | 54 | $113.1M |
States served
LA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD