STEWARDSHIP TRUST ADVISORS

PILGRIMS CAPITAL ADVISORS, INC. Legal Name

Adviser information for STEWARDSHIP TRUST ADVISORS last updated from Form ADV on February 2nd, 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 Michigan, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 904 $193.5M
Non-Discretionary 11 $1.7M
Total 915 $195.2M

Clients

Type Number RAUM
Individuals 190 $80.1M
HNW Individuals 42 $115.1M
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 0 $0
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 15
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-129119
SEC ERA File Number 801-129119
SEC CIK Numbers None
SEC CRD Numbers 121348
Legal Entity Identifier None

Principal Office

3411 WILSON AVENUE SW
GRANDVILLE
MI
United States
Monday - Friday, 9:00AM-4:00PM
Tel: 616-878-4200, Fax: 616-878-4224

Chief Compliance Officer

JOHN W. WIERENGA, II.
PRESIDENT
3411 WILSON AVENUE SW
GRANDVILLE
MI
United States
Tel: 616-878-4200
Fax: 616-878-4224
(Full email address available in API data)

Regulatory Contact

TODD W ACKERMANN
VP
8115 COOL RIDGE DR SW
BYRON CENTER
MI
United States
Tel: 616-878-4200
Fax: 616-878-4224
(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
WIERENGA, JOHN, WILLIAM Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 01/2002 50-75%
ACKERMANN, TODD, WILLIAM Individual VICE PRESIDENT/SECRETARY 06/2023 50-75%

No. Employees, Historic

10502023202420256 on 10/27/20236 on 10/31/20236 on 2/2/2024

RAUM, Historic

200M100M0202320242025195900000 on 10/27/2023195900000 on 10/31/2023195200000 on 2/2/2024

No. Clients, Historic

3001500202320242025225 on 10/27/2023225 on 10/31/2023232 on 2/2/2024