G
CRD: 286135
Global Planning Stewards LLC
Baton Rouge, LA, 70809
2259363263
$79.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
236 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
8550 United Plaza Blvd STE 702 Baton Rouge LA
About Global Planning Stewards LLC
Global Planning Stewards LLC is a Baton Rouge-based RIA. The firm has been operating for 8 years. Managing $79.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$79.2M AVG AUM / ADVISOR
$335.7K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Oak vertex Unison
Investment Themes
Signal peak Beacon pathway Timber meridian Wave prime
Investment Vehicles
Signal vertex
Services
Bridge Ember pioneer Ridge insight Radial Foundation Pathway Focus Unison
Owner & Executives
G
GARY PAUL HAINDEL
Chief Compliance Officer, Managing Member
- CRD
- #2336360
- Ownership
- 75% or more
(881) 245-9787
focus.vital@harborcapital.com
in linkedin.com/in/momentum-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $79,223,000 | -- |
| Total | $79,223,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,223,000
Equity - Exchange:
11.8% Cash:
9.4% Public Funds:
6.8% Municipal Bonds:
34.1% U.S. Government/Agency:
20.5% Corporate - Investment Grade:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $941,649,981 | 11.8% |
| Cash | $750,127,951 | 9.4% |
| Public Funds | $542,645,752 | 6.8% |
| Municipal Bonds | $2,721,208,844 | 34.1% |
| U.S. Government/Agency | $1,635,917,340 | 20.5% |
| Corporate - Investment Grade | $1,388,534,718 | 17.4% |
| Total | $7,980,084,586 | 100.0% |