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Building 2STILLWATER CAPITAL MANAGEMENT

Map pinCARMEL-BY-THE-SEA, CA
Phone831-206-3947
NotebookSEC #801-120691
Total AUM
$6.2M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
NW CORNER OF 8TH AVE AND SAN CARLOS ST #2
CARMEL-BY-THE-SEA
CA 93921
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
831-206-3947
Other Offices
1

ReceiptFinancials

Total AUM
$6.2M
Accounts
33
Discretionary
$6M
Accounts
30
Non-Discretionary
$150K
Accounts
3

ContactClients

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Individual Clients
20
AUM
$1.9M
HNW Individual Clients
9
AUM
$3.9M
Pension/Profit Sharing Plan Clients
4
AUM
$350K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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