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STILLWATER FINANCIAL
STILLWATER FINANCIAL SERVICES, LLC
CRD 311084
1431 SOUTH WESTERN ROAD, STILLWATER, OK, 74074, United States
Phone
405-215-9063
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.0M
Discretionary AUM
$34.0M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $9.7M |
| High net worth individuals | 5 | $24.3M |
All web addresses on file
Official SEC filing: View on IAPD