Overview
Assets Under Management: $981 million
Headquarters: DEVON, PA
High-Net-Worth Clients: 236
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 236
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.80
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,901
Discretionary Accounts: 1,832
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 149946
Last Filing Date: 2024-10-08 00:00:00
Website: https://stillwateradv.com