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STEWARD ADVISORS GROUP, LLC
CRD 321846 · SEC 801-125950
139 MEYER ROAD, SUITE 201, HALFMOON, NY, 12065, United States
Phone
(518) 406-5624
Fax
(518) 406-5625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.4M
Discretionary AUM
$105.4M
Team
11 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $24.7M |
| High net worth individuals | 25 | $60.6M |
States served
AZ, CA, GA, IL, NY, SC, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD