STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS - Financial Advisor in California, Huntington Beach

Tel: 714-455-2955 101 Main Street #220 Huntington Beach, California 92648

About STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS is a Huntington Beach, California based financial advisory firm with nearly $110,429,973 in assets under management and provides investment advisory services for 519 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

322851

Firm SEC#:

801-127270

Assets Under Management:

$110,429,973

No. of Clients:

519

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in California, Huntington Beach

FirmCRD#:159002

SEC#:801-110283

No. of Advisors:2

No. of Clients:1089

AUM:$301,584,200

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CLAY NORTHAM WEALTH MANAGEMENT

159002

801-110283

1089

$301,584,200

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