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STEWARDSHIP FINANCIAL
THE ILLUMINATE GROUP, LLC
CRD 281386
1094 S GILBERT RD #210, GILBERT, AZ, 85296, United States
Phone
(602) 777-3327
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.1M
Discretionary AUM
$83.1M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $45.2M |
| High net worth individuals | 21 | $37.9M |
All web addresses on file
Official SEC filing: View on IAPD