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Patrick James Plunkett

STEWARDSHIP FINANCIAL ADVISORS, LLC·STOCKBRIDGE, Georgia
Clean recordSTEWARDSHIP FINANCIAL ADVISORS, LLC
345 CORPORATE CENTER COURT, STOCKBRIDGE, GA 30281CRD# 5974375Firm CRD# 125724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick James Plunkett · STOCKBRIDGE, GA
Registration
CRD #5974375 · STEWARDSHIP FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick James Plunkett is a registered financial advisor based in STOCKBRIDGE, Georgia, affiliated with STEWARDSHIP FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEWARDSHIP FINANCIAL ADVISORS, LLC
STEWARDSHIP FINANCIAL ADVISORS, LLC
AUM
$777M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at STEWARDSHIP FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5974375
Firm CRD# 125724
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick James Plunkett offer?
Patrick James Plunkett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKBRIDGE, Georgia for a consultation.
What are Patrick James Plunkett's credentials?
Patrick James Plunkett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Plunkett located?
Patrick James Plunkett is based in STOCKBRIDGE, Georgia, working with STEWARDSHIP FINANCIAL ADVISORS, LLC. Their office serves clients in the STOCKBRIDGE metropolitan area and surrounding communities.
How does Patrick James Plunkett charge for services?
Patrick James Plunkett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP FINANCIAL ADVISORS, LLC?
STEWARDSHIP FINANCIAL ADVISORS, LLC has approximately 14 employees and manages $777M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEWARDSHIP FINANCIAL ADVISORS, LLC

Charles Bernard Pyke
STOCKBRIDGE, GA
John Bell Keeble
STOCKBRIDGE, GA
Jonathan Shane Hunter
STOCKBRIDGE, GA
Matthew Scott Godleski
STOCKBRIDGE, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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