STEWARD FINANCIAL GROUP, LLC

STEWARD WEALTH MANAGEMENT
COLLEYVILLE, Texas·3 registered advisors·CRD# 143513
SEC# 801-688370817-428-1145
01

Firm Overview

AUM
$531M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at STEWARD FINANCIAL GROUP, LLC

3 registered advisors
Dustin Cane Stiefel
COLLEYVILLE, Texas
Joseph Doyle Mcintosh
COLLEYVILLE, Texas
Vincent Edward Hawkins
COLLEYVILLE, Texas
05

Office Locations

COLLEYVILLE, Texas
3 advisors

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Data sourced from SEC Form ADV filings. STEWARD FINANCIAL GROUP, LLC (CRD# 143513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.