S
$56.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
24 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2002
- Office Locations
- 1
Office Locations
-- Readfield ME
About Stewardship Financial Plainning, LLC
Stewardship Financial Plainning, LLC is a Readfield-based RIA. The firm has been operating for 24 years. Managing $56.0M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Team overview
-- AVG AGE
$56.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
23.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT JOSEPH COREY
President, PRINCIPAL
- CRD
- #4482727
- 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 | $0 | -- |
| Non-Discretionary | $56,000,000 | -- |
| Total | $56,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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