Financial Steward Associates, LLC
CRD 110594SEC# 801-126558Boulder, CO
No longer SEC-registered. Financial Steward Associates, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
7
Accounts
—
Location
Boulder, CO
Financial Steward Associates, LLC assets under management
Financial Steward Associates, LLC operates as an SEC-registered investment adviser based in Boulder, CO. It employs 7 people.
Financial Steward Associates, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Ann Williams | Member | Under 5% | 2024 |
| Marion Paxson Steward Control | Managing Member, Cco | Over 75% | 2001 |
Frequently asked questions
How many employees does Financial Steward Associates, LLC have?
Financial Steward Associates, LLC reports 7 employees.
Where is Financial Steward Associates, LLC located?
Financial Steward Associates, LLC is based in Boulder, CO.
Does Financial Steward Associates, LLC disclose fund performance?
Financial Steward Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2919 Valmont Road, Ste 109, Boulder, CO 80301 |
| Office hours | 9 a.m.. To 4 p.m.. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 51%
More than 49% of 16,825 advisers