STEWART J INVESTMENTS
CRD #105379 SEC #801-14844 SAN FRANCISCO, CA 415-982-4223
SEC Registered
Total AUM
$86.5M
Discretionary
$86.5M
Employees
10
Clients
51
Accounts
146
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- OCTOBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAILIKOLE, MARGARET, K | I | COMPLIANCE OFFICER | NA | |
| STEWART, JOHN | I | PRESIDENT/OWNER/CHIEF FINANCIAL OFFICER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER/CHIEF FINANCIAL OFFICER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER/CHIEF FINANCIAL OFFICER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER/CHIEF FINANCIAL OFFICER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER/CHIEF FINANCIAL OFFICER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER | E | Control |
| STEWART, JOHN | I | PRESIDENT/OWNER | E | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (1)
CA
Address
235 MONTGOMERY STSUITE 869
SAN FRANCISCO, CA 94104
USA
Phone: 415-982-4223