Stewardship Financial Services, Inc.
● SEC registered since 2023CRD 128676SEC# 801-128810Irvington, NY
Reg. AUM
$65.5M
Employees
1
Accounts
102
Location
Irvington, NY
Stewardship Financial Services, Inc. assets under management
Stewardship Financial Services, Inc. is an SEC-registered investment adviser based in Irvington, NY. The firm has been registered since 2023. It reports $65.5 million in regulatory assets under management and employs 1 people.
Stewardship Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Belluardo Control | President/Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Stewardship Financial Services, Inc. manage?
Stewardship Financial Services, Inc. reports $65.5 million in regulatory assets under management on its Form ADV.
How many employees does Stewardship Financial Services, Inc. have?
Stewardship Financial Services, Inc. reports 1 employees.
Where is Stewardship Financial Services, Inc. located?
Stewardship Financial Services, Inc. is based in Irvington, NY and has been SEC-registered since 2023.
Does Stewardship Financial Services, Inc. disclose fund performance?
Stewardship Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 90 North Broadway, Suite 218, Irvington, NY 10533 |
| Phone | 914-380-1421 |
| Office hours | Call For Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$65.5M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$65.5Mregulatory AUM
Discretionary $17.2MNon-discretionary $48.3M