Overview
Assets Under Management: $5.1 billion
Headquarters: BILLINGS, MT
High-Net-Worth Clients: 910
Average Client Assets: $944,760
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 910
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.97
Average High-Net-Worth Client Assets: $944,760
Total Client Accounts: 2,813
Discretionary Accounts: 2,496
Non-Discretionary Accounts: 317
Regulatory Filings
CRD Number: 122166
Filing ID: 1948984
Last Filing Date: 2025-03-03 11:17:00
Website: https://stockmanbank.com