CRD: 136468
Smart Stewardship Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-2005
- Office Locations
- 1
Office Locations
About Smart Stewardship Advisors
Smart Stewardship Advisors is a stewardship-focused planning firm helping clients reduce taxes and align wealth with family and charitable goals. The team delivers integrated financial, investment, insurance and estate planning, drawing on a virtual bench of specialists. Portfolios follow academic diversification frameworks (MPT/Fama-French) with selective alternatives such as managed futures, implemented largely with ETFs (Schwab custody).
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Owner & Executives
RICHARD ANDREW VANDERSANDE
Owner
- CRD
- #2419996
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $71,400,000 | -- |
| Total | $71,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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