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Stewardship Financial Services, Inc.

● SEC registered since 2023CRD 128676SEC# 801-128810Irvington, NY
Export (members)
Reg. AUM
$49.8M
Employees
1
Accounts
32
Location
Irvington, NY

Stewardship Financial Services, Inc. assets under management

Stewardship Financial Services, Inc. is an SEC-registered investment adviser based in Irvington, NY. The firm has been registered since 2023. It reports $49.8 million in regulatory assets under management and employs 1 people.
stewardshipfp.comView on SEC.gov ↗

Stewardship Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Belluardo ControlPresident/Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Stewardship Financial Services, Inc. manage?

Stewardship Financial Services, Inc. reports $49.8 million in regulatory assets under management on its Form ADV.

How many employees does Stewardship Financial Services, Inc. have?

Stewardship Financial Services, Inc. reports 1 employees.

Where is Stewardship Financial Services, Inc. located?

Stewardship Financial Services, Inc. is based in Irvington, NY and has been SEC-registered since 2023.

Does Stewardship Financial Services, Inc. disclose fund performance?

Stewardship Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address90 North Broadway, Suite 218, Irvington, NY 10533
Phone914-380-1421
Office hoursCall For Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$8.1M
Non-discretionary$41.7M
Total (RAUM)$49.8M