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Building 2STILLWATER PRIVATE WEALTH

Map pin
Phone6102910232
NotebookSEC #801-135081
Total AUM
$176.8M
Employees
4
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
6102910232
Other Offices
2

ReceiptFinancials

Total AUM
$176.8M
Accounts
458
Discretionary
$176.8M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$36.6M
HNW Individual Clients
50
AUM
$133.2M
Corporation or Business Clients
4
AUM
$7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPASC

HandshakeAffiliates

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

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