STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

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

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

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