STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
TME FINANCIAL, INC. Legal Name
Adviser information for STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 505 | $106.0M |
| Non-Discretionary | 14 | $4.4M |
| Total | 519 | $110.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 157 | $45.4M |
| HNW Individuals | 36 | $64.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $702,070 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127270 |
|---|---|
| SEC ERA File Number | 801-127270 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322851 |
| Legal Entity Identifier | None |
Principal Office
101 MAIN STREET#220
HUNTINGTON BEACH
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 714-455-2955, Fax: 714-455-2972
Chief Compliance Officer
BOULOS MICHAEL
MANAGING MEMBER
101 MAIN STREET
#220
HUNTINGTON BEACH
CA
United States
Tel:
714-455-2955
B*************@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MICHAEL, BOULOS, GOUDA | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 02/2023 | > 75% |