STEWARDSHIP ADVISORY GROUP, LLC - Financial Advisor in Florida, Clermont

Tel: 407-470-1405 17011 S.R. 50 Suite 203 Clermont, Florida 34711

About STEWARDSHIP ADVISORY GROUP, LLC

STEWARDSHIP ADVISORY GROUP, LLC is a Clermont, Florida based financial advisory firm with nearly $269,800,000 in assets under management and provides investment advisory services for 966 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

165710

Firm SEC#:

801-77684

Assets Under Management:

$269,800,000

No. of Clients:

966

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Florida, Clermont

FirmCRD#:323404

SEC#:801-128516

No. of Advisors:17

No. of Clients:19

AUM:$339,576,141

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

BORDERLESS MANAGEMENT LLC

323404

801-128516

$339,576,141

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