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STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
6 registered advisors
·
CRD# 115340
SEC# 801-62738
1
1-800-930-6949
01
Firm Overview
AUM
$62M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
6 registered advisors
Carol Leonard
MATTHEWS, North Carolina
CRD# 4672991
Howard Joseph Leonard
MATTHEWS, North Carolina
CRD# 852575
Mark Andrew Long
MATTHEWS, North Carolina
CRD# 4613492
Simon Y. Loo
MATTHEWS, North Carolina
CRD# 5029678
Stephen Mark Dubarry
MATTHEWS, North Carolina
CRD# 6627108
Timothy Paul Burns
MATTHEWS, North Carolina
CRD# 5029464
05
Office Locations
MATTHEWS, North Carolina
6 advisors
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Data sourced from SEC Form ADV filings. STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. (CRD# 115340) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.