Stewardship Financial
Assets Under Management
$70.0M
Number of Clients
279
Number of Advisors
3
Average Client AUM
$251K
AUM per Advisor
$23.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stewardship Financial, led by Brian P. Ream, offers investment advisory services. Mr. Ream has a background in business administration and experience as a home loan advisor. The firm's Chief Compliance Officer, Jake Norton, supervises firm activities.
Fee Structure
Financial Planning:Investment management only
This brochure supplement provides information about Brian P. Ream and supplements the Stewardship Financial Form ADV Part 2A firm brochure. Contact Jake Norton at (602) 777-3327 if you did not receive the full brochure or if you have any questions.
Areas of Practice
Investment Management
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Location
1094 S Gilbert Rd #210, Gilbert, AZ, 85296