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Building 2STILLWATER WEALTH MANAGEMENT GROUP LLC

Map pinJUNO BEACH, FL
Phone(561) 214-4125
NotebookSEC #801-127481
Total AUM
$206.6M
Employees
3
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 JUNO OCEAN WALK SUITE 202C
JUNO BEACH
FL 33408
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(561) 214-4125

ReceiptFinancials

Total AUM
$206.6M
Accounts
500
Discretionary
$204.9M
Accounts
496
Non-Discretionary
$1.7M
Accounts
4

ContactClients

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Individual Clients
148
AUM
$31.2M
HNW Individual Clients
96
AUM
$159.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$3.7M
Corporation or Business Clients
13
AUM
$10.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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

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