Stewardship Advisory Group
Financial Services • 
Clermont, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 17011 SR 50, Suite 203, Clermont, FL 34711, US |
| Phone number | +14074701405 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Estate Planning, Legacy Coaching |
| Employees | 11-20 |
| Socials |
Key Contacts at Stewardship Advisory Group
Jeff Rogers
Founder & Chairman
Ricky Taylor
Director - Financial Operations
Stewardship Advisory Group Email Formats
Stewardship Advisory Group uses 1 email format. The most common is {first initial} (e.g., j@stewardshipadvisory.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stewardshipadvisory.com | 100% |
About Stewardship Advisory Group
"Our purpose for existence is to help people be good stewards of the resources God has entrusted to them. This will be accomplished by helping them develop and implement sound financial and estate plans." Stewardship Advisory Group has over 30 years of experience helping people develop sound financial plans and realize true financial freedom. Stewardship Advisory Group can help you and all those in your ministry or business be good stewards of the resources God has entrusted to you. Investment Advisor Representatives offer Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. * Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.
Stewardship Advisory Group revenue & valuation
| Annual revenue | $21,600,000 |
| Revenue per employee | $1,199,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $69,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Stewardship Advisory Group has 10 employees across 5 departments.
Departments
Number of employees
Funding Data
Stewardship Advisory Group has never raised funding before.
Stewardship Advisory Group Tech Stack
Discover the technologies and tools that power Stewardship Advisory Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
United Kingdom
Australia
United Arab Emirates
Frequently asked questions
4.8
40,000 users
