Steward Partners Investmentadv

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

305

Total plan assets

$86.6M

Filings (rows)

Direct comp

$60K

Indirect comp

Showing only "STEWARD PARTNERS INVESTMENTADV"

View all 11 variants aggregated →

STEWARD PARTNERS INVESTMENT ADV9 STEWARD PARTNERS INVESTMENT6 STEWARD PARTNERS INVESTMENT ADVISOR5 STEWARD PARTNERS INV ADVISOR2 STEWARD PARTNERS INVESTMENT SOLUTIO2 STEWARD PARTNERS2 STEWARD PARTNERS HOLDING DBA ST

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baker Newman & Noyes, LLC Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, ME	Advisor / Consultant	305	$86.6M	$60K	$0