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Building 2STILLWATER CAPITAL ADVISORS, LLC

Map pinDEVON, PA
Phone610-848-6760
NotebookSEC #801-70060
Total AUM
$1.3B
Employees
6
Clients
591

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 W. LANCASTER AVE. SUITE 230
DEVON
PA 19333
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
610-848-6760

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,244
Discretionary
$1.3B
Accounts
2,192
Non-Discretionary
$63.6M
Accounts
52

ContactClients

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Individual Clients
316
AUM
$89.6M
HNW Individual Clients
261
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
12
AUM
$39.8M
Corporation or Business Clients
1
AUM
$168.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGAILMAMDNCNHNJNYORPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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