FINANCIAL STEWARD ASSOCIATES, LLC - Financial Advisor in Colorado, Boulder

Tel: 303-444-5440 2919 Valmont Road Ste 109 Boulder, Colorado 80301

About FINANCIAL STEWARD ASSOCIATES, LLC

FINANCIAL STEWARD ASSOCIATES, LLC is a Boulder, Colorado based financial advisory firm with nearly $218,042,812 in assets under management and provides investment advisory services for 587 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

110594

Firm SEC#:

801-126558

Assets Under Management:

$218,042,812

No. of Clients:

587

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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