← Back to searchVisit website
STEWARD FINANCIAL SERVICES, LLC
CRD 153609
5675 SOUTH REDWOOD ROAD, UNIT 11, SALT LAKE CITY, UT, 84123, United States
Phone
801-716-2596
Fax
801-289-9997
Registration
— (—)
Source
State registered
Total AUM
$61.6M
Discretionary AUM
$61.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 530 | $40.8M |
| High net worth individuals | 13 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD