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STAPLETON FINANCIAL GROUP
STAPLETON & CO., LLC DBA STAPLETON FINANCIAL GROUP
CRD 284716 · SEC 801-108229
1511 14TH STREET WEST, BILLINGS, MT, 59102, United States
Phone
406-655-3800
Fax
406-655-3813
Registration
— (—)
Source
State registered
Total AUM
$15.8M
Discretionary AUM
$15.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $11.8M |
| High net worth individuals | 6 | $4.0M |
Official SEC filing: View on IAPD