RIA Intel›Advisers›New Jersey›STEWARDS ASSET MANAGEMENT LLC

STEWARDS ASSET MANAGEMENT LLC

Advisory

FORT LEE, NJ

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$53K

across 15 accounts

AUM per adviser

$789K

1 adviser

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$789K

Discretionary %

100%

Clients

11

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$789K

Discretionary AUM$789K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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MAGNET INVESTMENT GROUP, L.L.C.

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$675K

NOONAN, FRANCIS TERRENCE

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$610K

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