STEWARD PARTNERS GLOBAL ADVISORY
Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence. Steward Partners Global Advisory was established in November, 2013 by James Gold in Washington, District of Columbia.
STEWARD PARTNERS GLOBAL ADVISORY
Industry:
Advice Asset Management Banking Consulting Delivery Service Financial Services
Founded:
2013-11-01
Address:
Washington, District Of Columbia, United States
Country:
United States
Website Url:
http://www.stewardpartners.com
Total Employee:
251+
Status:
Active
Contact:
+1 212 364 0364
Email Addresses:
[email protected]
Total Funding:
144.87 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Google Font API Google Tag Manager LetsEncrypt Amazon HSTS IPv6 U.S. Server Location
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2024-04-18 | Monaco Capital Management | Monaco Capital Management acquired by Steward Partners Global Advisory | N/A |
| 2024-04-18 | Saling Simms | Saling Simms acquired by Steward Partners Global Advisory | N/A |
| 2023-11-16 | Freedom Street Partners | Freedom Street Partners acquired by Steward Partners Global Advisory | N/A |
| 2021-04-23 | Umpqua Investments, Inc. | Umpqua Investments, Inc. acquired by Steward Partners Global Advisory | N/A |
Investors List
Apogem Capital
Apogem Capital investment in Debt Financing - Steward Partners Global Advisory
The Cynosure Group
The Cynosure Group investment in Debt Financing - Steward Partners Global Advisory
Manulife Investment Management
Manulife Investment Management investment in Debt Financing - Steward Partners Global Advisory
The Cynosure Group
The Cynosure Group investment in Private Equity Round - Steward Partners Global Advisory
Official Site Inspections
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