Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

TME FINANCIAL, INC.

dba STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS · CRD 322851 · Registered Investment Adviser

TME FINANCIAL, INC. is a Registered Investment Adviser headquartered in HUNTINGTON BEACH, CA. The firm reports $153,059,326 in regulatory assets under management across 596 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$151,663,216
Non-discretionary$1,396,110
Total RAUM$153,059,326
Accounts596

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 322851. adviserinfo.sec.gov/firm/summary/322851.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.