Smart Stewardship

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2413 W Algonquin Rd 402, Algonquin, Illi...

Phone Number

(224) 256-2980

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Smart Stewardship

Smart Stewardship Advisors provides a comprehensive suite of financial services aimed at helping clients minimize taxes and maximize funding for family goals and charitable causes. The firm employs a proactive and innovative approach, utilizing a team of experts to manage both financial and non-financial resources effectively. Their services include investment planning, fiduciary support, and stewardship mentoring, focusing on the holistic stewardship of clients' resources. Targeting business owners and wealth holders, Smart Stewardship emphasizes the importance of wise decision-making in wealth accumulation and distribution.Explore more
Popular SearchesSmart Stewardship LLCSIC Code 62,628NAICS Code 52,523Show more

Smart Stewardship Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smart Stewardship

<$5M
1-10
Private
-
-
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2006
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Smart Stewardship is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Smart Stewardship is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smart Stewardship.

Smart Stewardship Tech Stack

A closer look at the technologies used by Smart Stewardship

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Frequently Asked Questions Regarding Smart Stewardship

What is Smart Stewardship's official website?
Smart Stewardship's official website is www.smartstewardship.com
What is Smart Stewardship's Revenue?
Smart Stewardship's revenue is <$5 Million
What is Smart Stewardship's SIC code?
Smart Stewardship's SIC: 62,628
What is Smart Stewardship's NAICS code?
Smart Stewardship's NAICS: 52,523
How many employees does Smart Stewardship have?
Smart Stewardship has 1-10 employees
What industry does Smart Stewardship belong to?
Smart Stewardship is in the industry of: Finance, Securities Trading
What is Smart Stewardship competition?
Smart Stewardship top competitors include: Clarity Capital Advisors, Stockade Wealth Management, Reynolds Wealth Management, Solid Rock Wealth Management
What technology does Smart Stewardship use?
Some of the popular technologies that Smart Stewardship uses are: Google Font API, Microsoft 365, GoDaddy DNS, ASP.NET
How do I contact Smart Stewardship?
Smart Stewardship contact info: Phone number: (224) 256-2980 Website: www.smartstewardship.com
What does Smart Stewardship do?

Smart Stewardship Advisors provides a comprehensive suite of financial services aimed at helping clients minimize taxes and maximize funding for family goals and charitable causes. The firm employs a proactive and innovative approach, utilizing a team of experts to manage both financial and non-financial resources effectively. Their services includ... e investment planning, fiduciary support, and stewardship mentoring, focusing on the holistic stewardship of clients' resources. Targeting business owners and wealth holders, Smart Stewardship emphasizes the importance of wise decision-making in wealth accumulation and distribution.Read More

Is Smart Stewardship a public company?
Smart Stewardship is private company therefore does not currently have an official ticker symbol
See more information about Smart Stewardship

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