FINANCIAL STEWARD ASSOCIATES, LLC is a Boulder, Colorado based financial advisory firm with nearly $196,113,261 in assets under management and provides investment advisory services for 586 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 110594 | |
| SEC#: | 801-126558 | |
| Assets under Management: | $196,113,261 | |
| No. of Clients: | 586 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| GENEOS WEALTH MANAGEMENT, INC. | 120894 | 801-62331 | 19340 | 200 | $4,645,780,111 |
| CAMBIAR INVESTORS, LLC | 115093 | 801-60541 | 7757 | 42 | $3,490,753,696 |
| ASPEN GROVE CAPITAL, LLC | 158166 | 801-78138 | 2184 | 14 | $4,582,228,877 |
| ADVISORS ASSET MANAGEMENT, INC. | 46727 | 801-62731 | 1634 | 253 | $3,740,185,737 |
| SHELTON CAPITAL MANAGEMENT | 104720 | 801-25205 | 947 | 38 | $3,473,342,216 |
| CRESTONE ASSET MANAGEMENT LLC | 108581 | 801-57585 | 735 | 56 | $3,646,520,228 |
| IWP WEALTH MANAGEMENT LLC | 136314 | 801-64549 | 63 | 25 | $3,630,643,953 |
| COOK STREET CONSULTING, INC. | 112829 | 801-16541 | 59 | 31 | $5,350,000,000 |
| REVELSTOKE CAPITAL PARTNERS | 173859 | 801-80664 | 21 | 44 | $5,519,594,815 |
| VISION RIDGE PARTNERS, LLC | 174836 | 801-110951 | 18 | 27 | $3,209,421,465 |
| PROPRIETARY CAPITAL, LLC | 125139 | 801-61781 | 17 | 23 | $5,234,974,000 |
| FOUNDRY GROUP, LLC | 159541 | 801-107412 | 15 | 16 | $4,292,176,057 |
| PARADICE INVESTMENT MANAGEMENT LLC | 164411 | 801-76920 | 12 | 19 | $2,857,736,846 |
| RUBICON TECHNOLOGY MANAGEMENT L.L.C. | 169875 | 801-97338 | 9 | 24 | $3,804,093,548 |
| SMITH CAPITAL INVESTORS, LLC | 294402 | 801-113172 | 4 | 16 | $2,806,397,301 |