Stewardship Advisors LLC
Legal Name: STEWARDSHIP ADVISORS, LLC
Full Contact Details
Stewardship Advisors LLC
321 W. MAIN STREET, MOUNT JOY, PA
(717) 492-4787
(717) 283-4049
Other Info
Stewardship Advisors, LLC is a limited liability company located in PA with 7 employees, all of whom are in advisory roles. The firm works with 5 clients and has been approved by the U.S. Securities and Exchange Commission since July 29, 2016.
Financial Planning For Lancaster, Pa I Stewardship Advisors, LLC
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Direct Owners
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JOHN CHARLES SIMKINS
MEMBER/PARTNER owns more than 10% but less than 25%
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MARK ALLEN BRINSER
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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THOMAS EDWARD TALBOTT
MEMBER/PARTNER owns more than 10% but less than 25%
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WILBUR LEE SHERTZER
MANAGING MEMBER/PARTNER owns more than 50% but less than 75%
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Top Holdings
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- ISHARES TR CORE DIV GRWTH $19,549k
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- VANGUARD INDEX FDS VALUE ETF $14,090k
- ISHARES INC $13,043k
- ISHARES TR MIN VOL EAFE ETF $10,638k
- VANGUARD INDEX FDS REAL ESTATE ETF $8,850k