F
$105.1M Total AUM
$105.1M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-1995
- Office Locations
- 1
Office Locations
-- Hobe Sound FL
About Family Steward Wealth Consulting®
Family Steward Wealth Consulting® is a Hobe Sound-based RIA. The firm has been operating for 31 years. Managing $105.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$52.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
31.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WALTER FRANCIS BURNS III
President
- CRD
- #1410185
- Ownership
- 75% or more
Available
Available
Available
C
CAROL H CHESSER
Chief Compliance Officer, Principal, VICE PRESIDENT
- CRD
- #2118118
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,078,046 | $234,981 |
| Non-Discretionary | $0 | -- |
| Total | $105,078,046 | $234,981 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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