Stewardship Investment Services LLC
Stewardship Investment Services LLC (CRD# 318026) is a financial advisory firm headquartered in , . They manage $2,155,000 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stewardship Investment Services LLC
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts33ACCOUNTS
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Average Account Value$65,303
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WV
Financial Advisors at Stewardship Investment Services LLC
1
Cody Roos (CRD# 6694181) is an Investment Advisor Representative working at Stewardship Investment Services LLC in Kearneysville, WV and has over 7 years of experience in the finance industry.
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