Investment adviser · CRD 173846

STEWARD FAMILY OFFICE, INC.

Investment adviser filing (IA)

ESCONDIDO, CA, United States · Form ADV filed May 12, 2015

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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: May 12, 2015. View historical filings

Reported services

Financial planning

Compensation

Fixed

Principal office

500 LA TERRAZA BLVD., SUITE 150
ESCONDIDO, CA, 92025, United States

CRD 173846

Filing source

Form ADV 918363 · May 12, 2015 · 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.