STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC of SPOKANE, WA is an SEC-registered investment adviser (CRD 330611). Regulatory assets under management: $174.6M.

Registration

• CRD: 330611
• SEC file number: 801-134171
• Type: Registered investment adviser
• Location: 7307 N DIVISION ST STE 205, SPOKANE, WA, 99208
• Phone: 509-443-0845
• Latest filing: 2026-01-20
• Regulatory AUM: $174.6M
• Discretionary AUM: $166.4M
• Non-discretionary AUM: $8.2M
• Clients: 4
• Accounts: 892

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search