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SIMPLY STEWARD
SIMPLY STEWARD, LLC
CRD 287771
6851 S HOLLY CIRCLE, SUITE 160, CENTENNIAL, CO, 80112, United States
Phone
(303) 418-8116
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$34.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $9.2M |
| High net worth individuals | 18 | $25.8M |
All web addresses on file
- https://instagram.com/simplysteward
- HTTPS://WWW.FACEBOOK.COM/SIMPLYSTEWARDPLANNER/
- HTTPS://TWITTER.COM/SIMPLYSTEWARD
- https://www.google.com/maps/place/Simply+Steward,+LLC/@39.5548883,-105.0092628,15z/data=!4m6!3m5!1s0x876c83dddbfdefab:0x114592d6
- HTTPS://WWW.LINKEDIN.COM/COMPANY/22298419/
- HTTP://WWW.SIMPLYSTEWARD.COM
Official SEC filing: View on IAPD