Assets Under Management
$24.8B
Number of Clients
31,228
Number of Advisors
419
Average Client AUM
$793K
AUM per Advisor
$59.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Steward Partners Investment Advisory, LLC is a registered investment adviser offering discretionary and non-discretionary portfolio management services tailored to clients' individual financial circumstances and objectives. They offer a range of managed account programs through affiliated and unaffiliated custodians. They also offer financial planning and consulting services.
140 E. 45th Street, 36th Floor, New York, NY, 10017