CRD: 153609
Steward Financial Services, LLC
$61.6M Total AUM
$61.6M Disc. AUM
-- 3Y CAGR
1 Employees
543 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2010
- Office Locations
- 1
Office Locations
5675 South Redwood Road Unit 11 Salt Lake City UT
About Steward Financial Services, LLC
Steward Financial Services is an independent, Utah-based RIA serving individuals with goal-based financial planning and ongoing portfolio management, including retirement, tax and estate planning and insurance guidance. Portfolios are implemented primarily with public funds, including ETFs and mutual funds, and are custodied at Fidelity/NFS.
Team overview
44 AVG AGE
$61.6M AVG AUM / ADVISOR
$113.5K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRANDEN BLAKE VERNON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2977401
- 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 | $61,605,459 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,605,459 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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