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STEWARD FINANCIAL GROUP, LLC
STEWARD FINANCIAL GROUP, LLC
STEWARD WEALTH MANAGEMENT
COLLEYVILLE, Texas
·
5 registered advisors
·
CRD# 143513
SEC# 801-68837
0
817-428-1145
01
Firm Overview
AUM
$531M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at STEWARD FINANCIAL GROUP, LLC
5 registered advisors
Dustin Cane Stiefel
COLLEYVILLE, Texas
CRD# 2932117
Joseph Doyle Mcintosh
COLLEYVILLE, Texas
CRD# 6351596
Kimberly Hawkins
COLLEYVILLE, Texas
CRD# 5976387
Vincent Edward Hawkins
COLLEYVILLE, Texas
CRD# 5098143
Wendy Jo Stiefel
COLLEYVILLE, Texas
CRD# 5976386
05
Office Locations
COLLEYVILLE, Texas
5 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
.