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Simon Y. Loo

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, North Carolina
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2514 PLANTATION CENTER DR., MATTHEWS, NC 28105CRD# 5029678Firm CRD# 115340
01

About

Simon Y. Loo is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
AUM
$62M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5029678
Firm CRD# 115340
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Simon Y. Loo offer?
Simon Y. Loo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Simon Y. Loo's credentials?
Simon Y. Loo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Simon Y. Loo located?
Simon Y. Loo is based in MATTHEWS, North Carolina, working with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Simon Y. Loo charge for services?
Simon Y. Loo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.?
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. has approximately 4 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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