Ami
Shah
Steward Inc
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About this Advisor
Ami Shah is a financial advisor based in Washington, District of Columbia, working with Steward Inc. Ami has previously held positions at Walmart, Jet.Com, Mckinsey & Company, Hemington Wealth Management, Harvard Business School, and Steward Inc. Ami is registered to provide services in the District of Columbia and Texas. Currently, Ami is part of Steward Inc, which operates out of Washington, District of Columbia. The firm has 1 employee and manages assets totaling $18.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Steward Inc includes fixed fees.
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Steward Inc Brokerage Details
$18,346,600
1
168
$109,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ami Shah Work History
Steward Inc
Hemington Wealth Management
Jet.Com
Mckinsey & Company
Walmart
Harvard Business School
Disclosures
Please visit the SEC profile of Ami Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Inc
Washington, DC
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