Overview
Assets Under Management: $163 million
Headquarters: JUNO BEACH, FL
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 379
Discretionary Accounts: 377
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 309796
Last Filing Date: 2025-02-11 00:00:00
Website: https://stillwaterwealthmgt.com