Stewart J Investments (San Francisco)

Stewart J Investments is a large advisory firm based in San Francisco. It manages $56.9 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Stewart J Investments provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stewart J Investments: assets under management

The assets under management (AUM) of Stewart J Investments is $56.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $494.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stewart J Investments for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stewart J Investments

John Stewart has been acting as President since 1 Feb 1979. Leslie Elizabeth Hood joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Stewart	President/owner	1 Feb 1979	75% - 100%	4340583
Margaret K Kailikole	Compliance officer	1 Sep 2004	Other	1688733
Leslie Elizabeth Hood	Vice president/secretary	1 Jan 2009	Other	4693364

Based in San Francisco

The principal office where Stewart J Investments performs its advisory services is located at 235 Montgomery St, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.