Steward Global - Portsmouth

EST. AUM
$28,341,154,808

CONTACTS
20

CLIENT ACCOUNTS
61,475

Firm Details

Metro area Manchester, NH
CRD Number
Website stewardpartners.com
Client types

Overview

Tom Sedoric was an innovator in creating one of the first advisory roles for financial advisors over a decade ago and the advisory relationship is a growing standard throughout the investment profession. Tom believed that “full service” meant serving as a fiduciary when providing advisory services for individuals and families. The Sedoric Group is a multigenerational team of professionals with decades of combined experience serving families in diverse economic and emotive environments.

Platform Details

Investment Preferences

Alternative Activity