Steward Partners INV Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

244

Total plan assets

$10.9M

Filings (rows)

Direct comp

$40K

Indirect comp

Showing only "STEWARD PARTNERS INV ADVISOR"

View all 11 variants aggregated →

STEWARD PARTNERS INVESTMENT ADV9 STEWARD PARTNERS INVESTMENT6 STEWARD PARTNERS INVESTMENT ADVISOR4 STEWARD PARTNERS INV ADVISOR2 STEWARD PARTNERS2 STEWARD PARTNERS INVESTMENT SOLUTIO2 STEWARD PARTNERS INVESTMENTADV

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Colony Construction, Inc. Colony Construction, Inc. 401(k) Plan · all filings	POWHATAN, VA	Investment manager	116	$5.5M	$21K	$0
Colony Construction, Inc. Colony Construction, Inc. 401(k) Plan · all filings	POWHATAN, VA	Investment manager	128	$5.4M	$19K	$0