STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC info
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (SEC CIK 12532) first filed with the SEC on 2002-02-28 (Form X-17A-5) and has filed 46 times since, including 2 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 15495 SW SEQUOIA PARKWAY, SUITE 150, PORTLAND, OR, 97224.
- Name: Value STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC.
- SEC CIK: Value 12532.
- State of organization: Value DE.
- Business address: Value 15495 SW SEQUOIA PARKWAY, SUITE 150, PORTLAND, OR, 97224.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
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| SEC CIK | 12532 |
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| State of organization | DE |
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| Business address | 15495 SW SEQUOIA PARKWAY, SUITE 150, PORTLAND, OR, 97224 |
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| Mailing address | 15495 SW SEQUOIA PARKWAY, SUITE 150, PORTLAND, OR, 97224 |
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| Phone | (212) 364-0334 |
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| Fiscal year end | December 31 |
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| Former names | UMPQUA INVESTMENTS, INC. (2010-03-01 to 2020-03-02); STRAND, ATKINSON, WILLIAMS & YORK, INC. (2003-02-28 to 2009-03-02); STRAND ATKINSON WILLIAMS & YORK INC /BD (2002-02-28 to 2002-02-28) |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2002-02-28 (Form X-17A-5) |
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| Latest SEC filing | 2026-02-27 (Form X-17A-5) |
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| Filings on EDGAR | 46 |
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| First Form 13F-HR | 2024-02-13 (quarter ended 2023-12-31) |
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| Latest Form 13F-HR | 2024-05-15 (quarter ended 2024-03-31) |
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| Form 13F-HR filings | 2 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2026 | 1 | 0 |
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| 2025 | 1 | 0 |
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| 2024 | 4 | 2 |
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| 2023 | 2 | 0 |
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| 2022 | 1 | 0 |
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| 2020 | 2 | 0 |
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| 2019 | 2 | 0 |
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| 2018 | 2 | 0 |
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| 2017 | 2 | 0 |
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| 2016 | 2 | 0 |
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| 2015 | 2 | 0 |
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| 2014 | 2 | 0 |
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| 2013 | 2 | 0 |
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| 2012 | 2 | 0 |
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| 2011 | 2 | 0 |
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| 2010 | 2 | 0 |
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| 2009 | 2 | 0 |
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| 2008 | 2 | 0 |
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| 2007 | 2 | 0 |
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| 2006 | 2 | 0 |
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| 2005 | 2 | 0 |
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| 2004 | 2 | 0 |
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| 2003 | 2 | 0 |
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| 2002 | 1 | 0 |
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