Financial Steward Associates, LLC
Financial Steward Associates, LLC (CRD# 110594) is a financial advisory firm headquartered in Boulder, CO. They manage $218,042,812 in 587 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management218MILLION
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Total Number of Accounts587ACCOUNTS
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Average Account Value$371,453
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, MD, NE, NM, OR, TX
Melissa Baldwin (CRD# 5324723) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 16 years of experience in the finance industry.
Marion Steward (CRD# 2795970) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 27 years of experience in the finance industry.
Heather Williams (CRD# 5475507) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 7 years of experience in the finance industry.