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Financial Steward Associates, LLC

CRD 110594SEC# 801-126558Boulder, CO
Export (members)
No longer SEC-registered. Financial Steward Associates, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
7
Accounts
Location
Boulder, CO

Financial Steward Associates, LLC assets under management

Financial Steward Associates, LLC operates as an SEC-registered investment adviser based in Boulder, CO. It employs 7 people.

Financial Steward Associates, LLC owners & executives

2 reported
NameTitleOwnershipSince
Heather Ann WilliamsMemberUnder 5%2024
Marion Paxson Steward ControlManaging Member, CcoOver 75%2001

Frequently asked questions

How many employees does Financial Steward Associates, LLC have?

Financial Steward Associates, LLC reports 7 employees.

Where is Financial Steward Associates, LLC located?

Financial Steward Associates, LLC is based in Boulder, CO.

Does Financial Steward Associates, LLC disclose fund performance?

Financial Steward Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2919 Valmont Road, Ste 109, Boulder, CO 80301
Office hours9 a.m.. To 4 p.m..
Discloses disciplinary historyNo