Investment adviser · CRD 110594
FINANCIAL STEWARD ASSOCIATES, LLC
Investment adviser filing (IA)
BOULDER, CO, United States · Form ADV filed Apr 30, 2025
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2025. View historical filings
Reported services
Financial planning
Compensation
Hourly · Fixed
Principal office
2919 VALMONT ROAD, STE 109BOULDER, CO, 80301, United States
CRD 110594
Filing source
Form ADV 1979856 · Apr 30, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.