Stillwater Investments
Stillwater Investments (CRD# 155411) is a financial advisory firm headquartered in , . They manage $3,600,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stillwater Investments
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$327,273
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Stillwater Investments
1
James Cogswell (CRD# 4159200) is an Investment Advisor Representative working at Stillwater Investments in Smithfield, RI and has over 23 years of experience in the finance industry.
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