Overview
Assets Under Management: $393 million
Headquarters: STILLWATER, MN
High-Net-Worth Clients: 137
Average Client Assets: $2.2 million
Frequently Asked Questions
STILLWATER INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132237), STILLWATER INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STILLWATER INVESTMENT MANAGEMENT, LLC is headquartered in STILLWATER, MN.
STILLWATER INVESTMENT MANAGEMENT, LLC serves 137 high-net-worth clients according to their SEC filing dated February 22, 2018. View client details ↓
According to their SEC Form ADV, STILLWATER INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STILLWATER INVESTMENT MANAGEMENT, LLC manages $393 million in client assets according to their SEC filing dated February 22, 2018.
According to their SEC Form ADV, STILLWATER INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.42%
Average Client Assets: $2.2 million
Total Client Accounts: 781
Discretionary Accounts: 781
Regulatory Filings
CRD Number: 132237
Filing ID: 1166773
Last Filing Date: 2018-02-22 12:28:00