STEWARD ADVISORS GROUP, LLC
Tel: (888) 225-3350 139 Meyer Road Suite 201 Halfmoon, New York 12065
About STEWARD ADVISORS GROUP, LLC
STEWARD ADVISORS GROUP, LLC is a Halfmoon, New York based financial advisory firm with nearly $35,541,647 in assets under management and provides investment advisory services for 121 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
321846
Firm SEC#:
801-125950
Assets Under Management:
$35,541,647
No. of Clients:
121
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
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