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- Custodian
- Altruist · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2016
- Office Locations
- 1
Office Locations
About THE Stewardship Solution
The Stewardship Solution is a CFP®-led, fiduciary advisory firm providing straightforward financial planning and ongoing investment management designed to simplify clients’ financial lives and deliver peace of mind. Works with individuals such as entrepreneurs and retirees, serving clients in Valencia, CA in person and nationwide virtually, with portfolios implemented primarily using ETFs and custody through Goldman Sachs.
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Owner & Executives
DERRIK JACOB HUBBARD
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4751603
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,416,702 | -- |
| Non-Discretionary | $362,489 | -- |
| Total | $14,779,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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