Stewardship Financial Advisors LLC
Legal Name: STEWARDSHIP FINANCIAL ADVISORS, LLC
Full Contact Details
Stewardship Financial Advisors LLC
345 CORPORATE CENTER COURT, STOCKBRIDGE, GA
770-507-0025
770-507-1764
Other Info
Stewardship Financial Advisors LLC, a limited liability company based in Georgia, employs 13 individuals, 5 of whom are advisors. While the exact number of clients served is unknown, the firm's SEC status is listed as approved and it has been registered since April 17, 2007.
Wealth Management Services Stockbridge GA | CAPTRUST
CAPTRUST’s Stockbridge-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
The 5 Keys to Financial Success | GetYour5 | Stewardship University
GetYour5: Get your 5 keys to financial success: retirement income planning, asset protection, estate planning, investment planning, and tax planning. Free consumer financial planning educational resources - articles, videos, podcasts, free workshops - presented by Stewardship University, non-profit …
Direct Owners
-
CHARLES BERNARD PYKE
PRESIDENT; PARTNER; CCO owns 75% or more
-
JONATHAN SHANE HUNTER
CFP; PARTNER owns less than 5%
-
MATTHEW SCOTT GODLESKI
CFP; PARTNER owns less than 5%
-
PATRICK JAMES PLUNKETT
CFP; PARTNER owns less than 5%
Top Holdings
- ISHARES TR $26,667k
- ISHARES TR $23,294k
- VANGUARD INDEX FDS S&P 500 ETF SHS $22,512k
- ISHARES TR CORE DIV GRWTH $19,549k
- ISHARES TR $18,965k
- ISHARES TR CORE S&P SCP ETF $14,328k
- 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