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STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
CRD 330611 · SEC 801-134171
7307 N DIVISION ST STE 205, SPOKANE, WA, 99208, United States
Phone
509-443-0845
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.6M
Discretionary AUM
$166.4M
Team
4 total employees; 4 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $55.7M |
| High net worth individuals | 62 | $110.5M |
| Pension/profit sharing plans | 18 | $8.2M |
States served
CA, ID, MT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD