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Financial Advisor
California
San Rafael
STEWART WEALTH MANAGEMENT, INC.

STEWART WEALTH MANAGEMENT, INC.

Tel: 415-499-1544 1050 Northgate Drive Suite 333 San Rafael, California 94903

About STEWART WEALTH MANAGEMENT, INC.

STEWART WEALTH MANAGEMENT, INC. is a San Rafael, California based financial advisory firm with nearly $438,089,550 in assets under management and provides investment advisory services for 1489 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

143425

Firm SEC#:

801-110534

Assets Under Management:

$438,089,550

No. of Clients:

1489

No. of Advisors:

3

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (PRIVATE PLACEMENT CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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