Stillwater Investments (CRD# 155411) is a financial advisory firm headquartered in Smithfield, RI. They manage $7,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
James Cogswell (CRD# 4159200) is an Investment Advisor Representative working at Stillwater Investments in Smithfield, RI and has over 18 years of experience in the finance industry.