The Stalwart Group LLC

The Stalwart Group LLC (CRD# 170578) is a financial advisory firm headquartered in , . They manage $3,516,085 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $586,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at The Stalwart Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Roddy
CRD#: 1543766
Xenia, OH
38
Wealthminder
score

James Roddy (CRD# 1543766) is an Investment Advisor Representative working at The Stalwart Group LLC in Xenia, OH and has over 30 years of experience in the finance industry.

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