STEWARDSHIP TRUST ADVISORS

Latest filing: Feb 02, 2024 (439 days ago)
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Adviser Website

AUM

$195,200,000
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

6
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

GRANDVILLE, MI
3411 WILSON AVENUE SW, GRANDVILLE, MI, UNITED STATES, 49418

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.2
Pooled $0.0
Institutional $0.0
Total $0.2
Retail Accounts AUM
Individual 190 $0.1
Average Individual AUM $421,579
HNW 42 $0.1
Average HNW AUM $2,740,476
Retail Total 232 $0.2
Average Retail AUM $841,379

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.2
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
WIERENGA, JOHN, WILLIAM PRESIDENT/CHIEF COMPLIANCE OFFICER
ACKERMANN, TODD, WILLIAM VICE PRESIDENT/SECRETARY

ADVDB.CO • SOURCE: SEC

Representatives

5 active representatives found

Name City State Exams Designations
KRISTEN SMITH GRANDVILLE MI S65|2018-04-19
CRAIG ACKERMANN GRANDVILLE MI S63|2000-10-11|S65|2001-06-08|S66|2006-10-04 CERTIFIED FINANCIAL PLANNER
TODD ACKERMANN GRANDVILLE MI S63|1990-03-15|S66|2006-08-17
JOHN WIERENGA GRANDVILLE MI S63|1993-02-10|S65|1999-12-14
JACOB EKKENS GRANDVILLE MI S65|2019-02-22

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $0.2 $0.0 0% 6 0 0%
2024-04-02 $0.2 $0.0 0% 6 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MI-01/28/2002
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV