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Tme Financial, Inc.

EST. AUM
$153,059,326

CONTACTS

CLIENT ACCOUNTS
596

Firm Details

Metro area Los Angeles
CRD Number 322851
Website stewardshipwms.com
Client types

Overview

Stewardship Wealth Management Solutions is an independent, fiduciary registered investment adviser based in Huntington Beach, California, serving individuals, families, businesses, and trusts. The firm provides boutique financial planning and wealth management through a comprehensive, customized approach aligned with each client's goals and objectives. Founded by Boulos Michael, who has been advising clients since September 2001, the firm was built in response to a recognized gap between client needs and industry fee structures.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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