STEWARD FINANCIAL SERVICES, LLC

STEWARD FINANCIAL SERVICES, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 153609). Regulatory assets under management: $61.6M.

Registration

• CRD: 153609
• Type: Registered investment adviser
• Location: 5675 SOUTH REDWOOD ROAD, SALT LAKE CITY, UT, 84123
• Phone: 801-716-2596
• Latest filing: 2026-03-13
• Regulatory AUM: $61.6M
• Discretionary AUM: $61.6M
• Clients: 1
• Accounts: 829

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search