RIA Intel›Advisers›STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

Advisory

N·

Data as of Dec 17, 2024 · Source: SEC Form ADV

Total AUM
$73M
1-Year AUM Growth
+6.6%
3-Year CAGR
-0.8%
Employees
3
Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients142
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingJan 21, 2004
Latest FilingDec 17, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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