STEWARDSHIP FINANCIAL SERVICES, INC.
Legal name: STEWARDSHIP FINANCIAL PLANNING
CRD #128676 SEC #801-128810 IRVINGTON, NY 914-380-1421
SEC Registered
Total AUM
$49.8M
Discretionary
$8.1M
Employees
1
Clients
51
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $49.8M | $8.1M | $41.7M | 1 | 24 |
| Apr 2024 | $37M | $1.1M | $35.9M | 1 | 23 |
| Mar 2024 | $37M | $1.1M | $35.9M | 1 | 23 |
| Jan 2024 | $32.7M | $1M | $31.7M | 1 | 14 |
| Aug 2023 | $32.7M | $1M | $31.7M | 1 | 14 |
DateMar 2025
Total AUM$49.8M
Discretionary$8.1M
Non-Disc.$41.7M
Employees1
Clients24
DateApr 2024
Total AUM$37M
Discretionary$1.1M
Non-Disc.$35.9M
Employees1
Clients23
DateMar 2024
Total AUM$37M
Discretionary$1.1M
Non-Disc.$35.9M
Employees1
Clients23
DateJan 2024
Total AUM$32.7M
Discretionary$1M
Non-Disc.$31.7M
Employees1
Clients14
DateAug 2023
Total AUM$32.7M
Discretionary$1M
Non-Disc.$31.7M
Employees1
Clients14