RIA Intel›Advisers›PORTFOLIO STEWARDS INC.

PORTFOLIO STEWARDS INC.

Advisory

N·TORONTO, ONTARIO

Data as of Sep 8, 2023 · Source: SEC Form ADV

Total AUM

$157M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

9

Assets Under Management

Total AUM$157M

Discretionary AUM$157M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees9

Investment Advisers17

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingMar 16, 2021

Latest FilingSep 8, 2023

🔒 Full AUM trend chart and 9 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PORTFOLIO STEWARDS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.