SIMPLY STEWARD

SIMPLY STEWARD of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 287771). Regulatory assets under management: $35.0M.

Registration

• CRD: 287771
• Type: Registered investment adviser
• Location: 6851 S HOLLY CIRCLE, CENTENNIAL, CO, 80112
• Phone: (303) 418-8116
• Latest filing: 2026-05-15
• Regulatory AUM: $35.0M
• Discretionary AUM: $34.1M
• Non-discretionary AUM: $869K
• Clients: 1
• Accounts: 219

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 287771 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search