STEWARD PARTNERS INVESTMENT ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$36,731,387,293
Discretionary
$30,023,603,603
Non-discretionary
$6,707,783,690
Firm details
- CRD number
- 283004
- SEC file number
- 801-107426
- Main office
- STAMFORD, CT, United States
- Employees
- 549
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.