Claim Profile
LK

Logan David Kready

STEWARDSHIP ADVISORS, LLC·MOUNT JOY, Pennsylvania
Unclaimed Profile
321 W. MAIN STREET, MOUNT JOY, PA 17552CRD# 7114396Firm CRD# 277099
01

About

Logan David Kready is a registered financial advisor based in MOUNT JOY, Pennsylvania, affiliated with STEWARDSHIP 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
Nonprofits & Foundations
03

Firm Overview

Firm
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
AUM
$321M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7114396
Firm CRD# 277099
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNT JOY?

Browse all registered financial advisors in MOUNT JOY, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Logan David Kready offer?
Logan David Kready specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT JOY, Pennsylvania for a consultation.
What are Logan David Kready's credentials?
Logan David Kready is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Logan David Kready located?
Logan David Kready is based in MOUNT JOY, Pennsylvania, working with STEWARDSHIP ADVISORS, LLC. Their office serves clients in the MOUNT JOY metropolitan area and surrounding communities.
How does Logan David Kready charge for services?
Logan David Kready's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP ADVISORS, LLC?
STEWARDSHIP ADVISORS, LLC has approximately 11 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty