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).
Total Assets Under Management4MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$586,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
James Roddy (CRD# 1543766) is an Investment Advisor Representative working at The Stalwart Group LLC in Xenia, OH and has over 31 years of experience in the finance industry.