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STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC
CLERMONT, Florida
·
1 registered advisor
·
CRD# 165710
SEC# 801-77684
1
407-470-1405
01
Firm Overview
AUM
$270M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STEWARDSHIP ADVISORY GROUP, LLC
1 registered advisor
Jeffrey Paul Rogers
CLERMONT, Florida
CRD# 2332472
05
Office Locations
CLERMONT, Florida
1 advisor
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Data sourced from SEC Form ADV filings. STEWARDSHIP ADVISORY GROUP, LLC (CRD# 165710) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.