Stewart Financial Services provides money management for our clients at a 1% annual fee. We use active money management which means we change investment strategies as we see the need, not on a quarterly basis as many companies do. This gives us a better opportunity to re-position our investments prior to making changes. We bill our fees on a quarterly basis at .25% which can be taken from your account balance or paid by check.
View Top Employees from Stewart Financial Services LLC| Website | http://www.stewartfinancialerie.com |
| Revenue | $7 million |
| Employees | View employees |
| Address | 1946 W 26th St, Erie, Pennsylvania 16508, US |
| Phone | (814) 454-2472 |
| Fax | (814) 454-2479 |
| Industry | Insurance |
| SIC | SIC Code 738 Companies, SIC Code 73 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5223 Companies, NAICS Code 52232 Companies, NAICS Code 522320 Companies, NAICS Code 522 Companies |
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Stewart Financial Services LLC Questions
The Stewart Financial Services LLC annual revenue was $7 million in 2023.
Stewart Financial Services LLC is based in Erie, Pennsylvania.
The NAICS codes for Stewart Financial Services LLC are [52, 5223, 52232, 522320, 522].
The SIC codes for Stewart Financial Services LLC are [738, 73].
