STEWARD INC.
CRD #314340 SEC #801-122505 WASHINGTON, DC 917-547-3227
SEC Registered
Total AUM
$46.4M
Discretionary
$46.4M
Employees
3
Clients
26
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $46.4M | $46.4M | $0 | 3 | 1 |
| Jan 2025 | $46.4M | $46.4M | $0 | 3 | 1 |
| Jan 2025 | $46.4M | $46.4M | $0 | 3 | 1 |
| Dec 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Dec 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Nov 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Oct 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Oct 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Sep 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Aug 2024 | $46.4M | $46.4M | $0 | 3 | 1 |
| Apr 2024 | $18.3M | $18.3M | $0 | 1 | 1 |
| Feb 2024 | $18.3M | $18.3M | $0 | 1 | 1 |
| Mar 2023 | $8M | $8M | $0 | 2 | 2 |
DateFeb 2025
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateJan 2025
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateJan 2025
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateDec 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateDec 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateNov 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateOct 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateOct 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateSep 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateAug 2024
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients1
DateApr 2024
Total AUM$18.3M
Discretionary$18.3M
Non-Disc.$0
Employees1
Clients1
DateFeb 2024
Total AUM$18.3M
Discretionary$18.3M
Non-Disc.$0
Employees1
Clients1
DateMar 2023
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees2
Clients2