FINANCIAL STEWARD ASSOCIATES, LLC
CRD #110594 SEC #801-126558 BOULDER, CO 303-444-5440
SEC Registered
Total AUM
--
Discretionary
--
Employees
7
Clients
10
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, HEATHER, ANN | I | MEMBER | NA | |
| WILLIAMS, HEATHER, ANN | I | MEMBER | NA | |
| WILLIAMS, HEATHER, ANN | I | MEMBER | NA | |
| WILLIAMS, HEATHER, ANN | I | MEMBER | NA | |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
| STEWARD, MARION, PAXSON | I | MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (7)
CA CO MD NE NM OR TX
Address
2919 VALMONT ROADSTE 109
BOULDER, CO 80301
United States
Phone: 303-444-5440