S
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2025
- Office Locations
- 1
Office Locations
-- Star ID
About Stewardship Asset Management LLC
Stewardship Asset Management LLC is a Star-based RIA. The firm has been operating for 1 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Wells Fargo.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$196.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
ROBERT VINCENT FALCO
Chief Compliance Officer, Managing Member
- CRD
- #8038502
- 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 | $2,745,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,745,893 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Derivatives:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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