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STEWARDSHIP FINANCIAL PLANNING

STEWARDSHIP FINANCIAL SERVICES, INC.

CRD 128676 · SEC 801-128810

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90 NORTH BROADWAY, SUITE 218, IRVINGTON, NY, 10533, United States

Phone

914-380-1421

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$65.5M

Discretionary AUM

$17.2M

Team

1 total employees; 1 advisory reps; 24 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals13$6.1M
High net worth individuals26$59.5M

States served

NY, TX

All web addresses on file

Official SEC filing: View on IAPD