STEWARDS ADVISORY SERVICES
· CRD 295694
SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$128.0m
- Main clients (by assets)Charities 51%, High net worth individuals 40%, Individuals 8%
- Websitewealth.emaplan.com
- Form ADV · 2026-03-13SEC adviser record
- Kindinstitutions
- Others nearbyDubuque, IA
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country