The Stewardship Center,Inc. (St.Louis)

Name: The Stewardship Center,Inc.
Address: 236 Gay Avenue, St.Louis, MO, 63105
Telephone: 314-726-0300

The Stewardship Center,Inc. is an adviser based in St.Louis. It manages $53.66 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Louisiana, Missouri, and Texas.

The Stewardship Center provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Stewardship Center: assets under management

The assets under management (AUM) of The Stewardship Center,Inc. is $53.66 million. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.5 million in discretionary accounts and $20.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.36 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The 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 The 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
Robert Joseph Bamberger	Chief compliance officer	1 Jan 2010	75% - 100%	2355804

Based in St.Louis

The principal office where The Stewardship Center,Inc. performs its advisory services is located at 236 Gay Avenue, St.Louis, MO 63105 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 314-726-0300 or by fax 888-580-1962. 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.