Stewardship Center Inc. (St.Louis)

Name: Stewardship Center Inc.
Address: 3415 Bridgeland Drive, St.Louis, MO, 63044
Telephone: 314-291-0500

Stewardship Center Inc. is a large advisory firm based in St.Louis. It manages $113 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

Stewardship Center provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stewardship Center: assets under management

The assets under management (AUM) of Stewardship Center Inc. is $113 million. The firm's AUM has grown by 253% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44 million in discretionary accounts and $69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.91 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.63 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stewardship Center Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stewardship Center Inc.

Robert Joseph Bamberger has been acting as President since 1 Oct 1999. Mary Beth Schulte joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Bamberger	President	1 Oct 1999	75% - 100%	2877351
Mary Beth Schulte	Chief compliance officer	1 Jul 2004	Other	2355804

Based in St.Louis

The principal office where Stewardship Center Inc. performs its advisory services is located at 3415 Bridgeland Drive, St.Louis, MO 63044 The mailing address of the firm is Po Box 16165, St Louis, MO 63105. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-291-0500 or by fax 314-291-0564. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thestewardshipcenter.com.