S
$294.9M Total AUM
$268.1M Disc. AUM
-- 3Y CAGR
7 Employees
297 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2002
- Office Locations
- 1
Office Locations
3411 Wilson Avenue SW Grandville MI
About Stewardship Trust Advisors
Stewardship Trust Advisors is a Grandville-based RIA. The firm has been operating for 24 years. Managing $294.9M in total assets under management, with 4 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Team overview
58 AVG AGE
$73.7M AVG AUM / ADVISOR
$992.8K AVG AUM / CLIENT
8.1 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TODD WILLIAM ACKERMANN
Investment Advisor, Secretary, VICE PRESIDENT
- CRD
- #2030049
- Ownership
- 50% but less than 75%
Available
Available
Available
JOHN WILLIAM WIERENGA II
Chief Compliance Officer, President
- CRD
- #2313059
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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CRAIG ALLAN ACKERMANN
Advisor
- CRD
- #4187403
Available
Available
Available
JACOB BENJAMIN EKKENS
Investment Advisor
- CRD
- #7120132
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,143,896 | $274,176 |
| Non-Discretionary | $26,730,310 | $5,346,062 |
| Total | $294,874,206 | $299,974 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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