Anmar Sarafa
Advisor at Steward Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Steward Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48304
Credentials
CFA®, Series 63, Series 65
Industry experience
33 years
Anmar Sarafa is a CFA charterholder with 33 years of industry experience and has been with Steward Capital Management since 2000. He is the sole advisor at the firm and holds Series 63 and Series 65 licenses. Outside of his advisory role, Sarafa is the managing member of several entities related to Frankenmuth Brewery, where he oversees strategic investment decisions and capital expenditures. Steward Capital Management is an SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, trusts, and private investment funds. The firm employs a core/satellite Global Diversified Balanced strategy using ETFs and individual securities, and is known for sponsoring private funds and managing affiliated real estate entities.
Based on Steward Capital Management
Based on Steward Capital Management
$0 - $2 million: 1.00% annually $2 million - $5 million: 0.85% annually $5 million - $10 million: 0.70% annually $10 million+: Negotiable
Performance-based fees charged under certain circumstances
Fee-only: Typically fixed fee agreed upon at engagement for Investment Advisory Services
21 E. Long Lake Road, Suite 200
Bloomfield Hills, MI 48304
Michigan · Texas
Steward Capital Management, Inc.
2000 - Present (26 years)
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Is active or affiliated with:
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Real estate agent
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