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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2015
- Office Locations
- 1
Office Locations
About Stewardship Financial
Stewardship Financial is a Gilbert, AZ fiduciary team that pairs financial planning and investment management with in-house estate planning guidance, insurance, real estate, and home-loan support. It serves families and local clients seeking coordinated advice across major life decisions, delivered in-office, by phone, or via video. Differentiator: a “one roof” model and Dave Ramsey Endorsed SmartVestor Pro/ELP affiliation.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Grant Martin Botma
Founder, Managing Member, Managing Partner
- CRD
- #7023343
- Ownership
- 50% but less than 75%
JAKE ATWOOD NORTON
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5979082
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Brian Paul Ream
Certified Financial Planner
- CRD
- #7559798
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,096,734 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,096,734 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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