Steward Advisors

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

220 N Green St, Chicago, Illinois, 60607...

Phone Number

(630) 537-0111

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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1
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1
1

About Steward Advisors

Steward Advisors specializes in developing comprehensive wealth management strategies, focusing on financial planning and investment management for families. They aim to help clients make wise financial choices by understanding their goals, needs, and lifestyle. The firm offers services such as retirement planning, estate planning, risk management, and customized portfolio development, all while maintaining a values-based philosophy. Their team of experienced financial professionals is dedicated to providing peace of mind and achieving long-term financial goals through disciplined investment processes.Explore more
Steward Advisors's Social MediaPopular SearchesSteward Advisors LLCSteward AdvisorsGood Steward AdvisorsGood Steward Advisors CoStewardadvisorsSIC Code 62,628NAICS Code 52,523Show more

Steward Advisors Org Chart

PhoneEmail
DB
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Chief Operating Officer

PhoneEmail
TO
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steward Advisors

$5.2M
11-50
Private
-
2011
DB
Dale BrandaChief Operating Officer
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
$5.1M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Steward Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Steward Advisors Tech Stack

A closer look at the technologies used by Steward Advisors

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Frequently Asked Questions Regarding Steward Advisors

What is Steward Advisors's official website?
Steward Advisors's official website is www.stewardadvisors.com
What is Steward Advisors's Revenue?
Steward Advisors's revenue is $5.2 Million
What is Steward Advisors's SIC code?
Steward Advisors's SIC: 62,628
What is Steward Advisors's NAICS code?
Steward Advisors's NAICS: 52,523
How many employees does Steward Advisors have?
Steward Advisors has 11-50 employees
What industry does Steward Advisors belong to?
Steward Advisors is in the industry of: Finance, Securities Trading
What is Steward Advisors competition?
Steward Advisors top competitors include: Norris Financial Group, HFG Wealth Management, Copper Canyon Wealth Management, Westex Investment Services
What technology does Steward Advisors use?
Some of the popular technologies that Steward Advisors uses are: Drupal, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Steward Advisors?
Steward Advisors contact info: Phone number: (630) 537-0111 Website: www.stewardadvisors.com
What does Steward Advisors do?

Steward Advisors specializes in developing comprehensive wealth management strategies, focusing on financial planning and investment management for families. They aim to help clients make wise financial choices by understanding their goals, needs, and lifestyle. The firm offers services such as retirement planning, estate planning, risk management,... and customized portfolio development, all while maintaining a values-based philosophy. Their team of experienced financial professionals is dedicated to providing peace of mind and achieving long-term financial goals through disciplined investment processes.Read More

What are Steward Advisors social media links?
Steward Advisors Linkedin page Steward Advisors Facebook page
Is Steward Advisors a public company?
Steward Advisors is private company therefore does not currently have an official ticker symbol
See more information about Steward Advisors

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