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Stewardship Partners Investment Counsel, Inc.

● SEC registered since 2004CRD 115340SEC# 801-62738
Export (members)
Reg. AUM
$62M
Employees
4
Accounts
330
Location

Stewardship Partners Investment Counsel, Inc. assets under management

Stewardship Partners Investment Counsel, Inc. is an SEC-registered investment adviser. The firm has been registered since 2004. It reports $62 million in regulatory assets under management and employs 4 people.

Stewardship Partners Investment Counsel, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Carol Leonard ControlDirector10-25%2000
Heather LongShareholder10-25%2004
Helen Marie-Anne LooShareholder10-25%2007
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Frequently asked questions

How much does Stewardship Partners Investment Counsel, Inc. manage?

Stewardship Partners Investment Counsel, Inc. reports $62 million in regulatory assets under management on its Form ADV.

How many employees does Stewardship Partners Investment Counsel, Inc. have?

Stewardship Partners Investment Counsel, Inc. reports 4 employees.

Does Stewardship Partners Investment Counsel, Inc. disclose fund performance?

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

Contact & registration

Phone1-800-930-6949
Fax1-800-930-6949
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1316900
Discloses disciplinary historyNo

Assets under management

Discretionary$62M
Non-discretionary$0
Total (RAUM)$62M