STEWARD ADVISORS GROUP, LLC
CRD #321846 SEC #801-125950 HALFMOON, NY (888) 225-3350
SEC Registered
Total AUM
$61.4M
Discretionary
$61.4M
Employees
9
Clients
10
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $61.4M | $61.4M | $0 | 9 | 0 |
| Nov 2024 | $35.5M | $35.5M | $0 | 9 | 0 |
| May 2024 | $35.5M | $35.5M | $0 | 9 | 0 |
| Mar 2024 | $35.5M | $35.5M | $0 | 9 | 0 |
| Feb 2024 | $31.7M | $31.7M | $0 | 3 | 0 |
| Jan 2024 | $31.7M | $31.7M | $0 | 3 | 0 |
| Jan 2024 | $31.7M | $31.7M | $0 | 3 | 0 |
| Nov 2023 | $31.7M | $31.7M | $0 | 3 | 0 |
| Sep 2023 | $31.7M | $31.7M | $0 | 3 | 0 |
| May 2023 | $31.7M | $31.7M | $0 | 3 | 0 |
| Apr 2023 | $31.7M | $31.7M | $0 | 3 | 0 |
| Mar 2023 | $31.7M | $31.7M | $0 | 3 | 0 |
| Jan 2023 | $27.2M | $27.2M | $0 | 3 | 0 |
| Nov 2022 | $27.2M | $27.2M | $0 | 3 | 0 |
| Oct 2022 | $27.2M | $27.2M | $0 | 3 | 0 |
| Jun 2022 | $0 | $0 | $0 | 6 | 0 |
| May 2022 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0