← Back to search
GLOBAL PLANNING STEWARDS LLC
CRD 286135
8550 UNITED PLAZA BLVD, STE 702, BATON ROUGE, LA, 70809, United States
Phone
225-936-3263
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$79.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $44.1M |
| High net worth individuals | 6 | $31.0M |
| Charitable organizations | 2 | $712K |
| Corporations/business entities | 2 | $3.4M |
Official SEC filing: View on IAPD