STEWARD FAMILY OFFICE, INC.
STEWARD FAMILY OFFICE, INC. of ESCONDIDO, CA is an SEC-registered investment adviser (CRD 173846).
Registration
- CRD: 173846
- SEC file number: 801-80624
- Type: Registered investment adviser
- Location: 228 N BROADWAY, ESCONDIDO, CA, 92025
- Phone: 858-263-1647
- Latest filing: 2026-06-08
- Clients: 6
Business model
Compensation: Fixed.
Clients served: Individuals.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WINTER TIMOTHY LEE | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
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