STEWARD FAMILY OFFICE, INC.
CRD #173846 SEC #801-80624 ESCONDIDO, CA 858-263-1647
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- May 12, 2015
- 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 |
|---|---|---|---|---|
| WINTER, TIMOTHY, LEE | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WINTER, TIMOTHY, LEE | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WINTER, TIMOTHY, LEE | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WINTER, TIMOTHY, LEE | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WINTER, TIMOTHY, LEE | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WINTER, TIMOTHY, LEE | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
Registrations
Federal
IA
May 12, 2015 REGISTERED
Notice Filings (1)
CA
Address
500 LA TERRAZA BLVD.SUITE 150
ESCONDIDO, CA 92025
United States
Phone: 858-263-1647