Investment adviser · CRD 1254
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed May 22, 2024
- Regulatory AUM
- $991M Form ADV · Item 5.F
- Client accounts
- 2,712 Accounts, not individual clients
- Employees
- 524 Reported in this filing
- Advisory professionals
- 471 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 824 | $782,795,763 | 79.0% |
| High-net-worth individuals | 185 | $158,540,914 | 16.0% |
| Corporations & businesses | 37 | $39,635,229 | 4.0% |
| Charities | 5 | $9,908,807 | 1.0% |
Filing source
Form ADV 1877776 · May 22, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: May 22, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
15495 SW SEQUOIA PARKWAY, SUITE 150PORTLAND, OR, 97224, United States
CRD 1254
Filing source
Form ADV 1877776 · May 22, 2024 · 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.