$9.6M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-14-2011
- Office Locations
- 1
Office Locations
-- NEW Lothrup MI
About Faithful Steward Wealth Management, Inc.
Faithful Steward Wealth Management, Inc. is a NEW Lothrup-based RIA. The firm has been operating for 14 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$133.3K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RONALD HARRY JASTER
Chief Compliance Officer, President
- CRD
- #2980872
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,300,000 | -- |
| Non-Discretionary | $1,300,000 | -- |
| Total | $9,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Private Funds:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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