GLOBAL PLANNING STEWARDS LLC

GLOBAL PLANNING STEWARDS LLC of BATON ROUGE, LA is an SEC-registered investment adviser (CRD 286135). Regulatory assets under management: $79.2M.

Registration

• CRD: 286135
• Type: Registered investment adviser
• Location: 8550 UNITED PLAZA BLVD, BATON ROUGE, LA, 70809
• Phone: 225-936-3263
• Latest filing: 2026-03-25
• Regulatory AUM: $79.2M
• Non-discretionary AUM: $79.2M
• Clients: 1
• Accounts: 310

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search