STEWARDSHIP FINANCIAL

STEWARDSHIP FINANCIAL of GILBERT, AZ is an SEC-registered investment adviser (CRD 281386). Regulatory assets under management: $83.1M.

Registration

• CRD: 281386
• Type: Registered investment adviser
• Location: 1094 S GILBERT RD #210, GILBERT, AZ, 85296
• Phone: (602) 777-3327
• Latest filing: 2026-04-30
• Regulatory AUM: $83.1M
• Discretionary AUM: $83.1M
• Clients: 3
• Accounts: 639

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281386 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search