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STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

dba STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC · CRD 330611 · Registered Investment Adviser

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC is a Registered Investment Adviser headquartered in SPOKANE, WA. The firm reports $174,620,530 in regulatory assets under management across 892 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$166,423,818
Non-discretionary$8,196,712
Total RAUM$174,620,530
Accounts892

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 330611. adviserinfo.sec.gov/firm/summary/330611.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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