Anmar
Sarafa

Steward Capital Management

CRD#1575229
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Anmar Sarafa is a chartered financial analyst who works in Bloomfield Hills, Michigan with 4 years of relevant experience. Sarafa is on the advisory team at Steward Capital Management. They have been employed by Steward Capital Management for their total career. Sarafa maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Michigan and Texas. Steward Capital Management is a registered investment firm operating out of Bloomfield Hills, MI. It administers $130 million in assets between its 66 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 66 customer accounts, 16% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management are based on which services are provided. Fee types charged by Steward Capital Management most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

21 E. Long Lake Road Suite 200
Bloomfield Hills, MI 48304

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Steward Capital Management Brokerage Details

Total Assets Under Management

$129,519,904

MI Average: $943,424,332
Total Number of Employees

5

MI Average: 21
Total Number of Accounts

66

MI Average: 1,586
Average Account Size

$1,962,423

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Anmar Sarafa Work History

Anmar has been registered as a financial advisor for 4 years.*

2000 - Present (24 years)

Steward Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anmar Sarafa 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 Capital Management

Anmar Sarafa
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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