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STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

CRD 115340 · SEC 801-62738

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$73.2M

Discretionary AUM

$73.2M

Team

4 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-12-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals130$24.4M
High net worth individuals12$45.8M

States served

CA, GA, IL, IN, KY, LA, MI, NE, NV, NC, OH, PA, SC, TN, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD