The STEWARD PARTNERS INVESTMENT ADVISORY is a privately held investment adviser that advises $36.73Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STEWARD PARTNERS INVESTMENT ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 244.01% over the last 5-years.
The Group has been registered with the SEC for 19.85 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 400 ATLANTIC STREET FLOOR 10, SUITE 1020, STAMFORD, CONNECTICUT. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 549 employees comprised of 310 investment and 239 non-investment staff. The total number of Employees increased by 66.87% over the last 5-years.
Their $36.73Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1,040 other accounts. Assets of High Net Worth Individuals clients own $27.89Bn or 75.94% of Total Assets and Individuals own $6.81Bn or 18.55% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
STEWARD PARTNERS INVESTMENT ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.