$14.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2018
- Office Locations
- 1
Office Locations
-- Billings MT
About Stafford Financial, LLC
Stafford Financial is a fee-only RIA in Billings, MT led by Mason Stafford. The firm provides ongoing financial planning and portfolio implementation built around a discovery–plan–implement–review process for individuals and couples, including tax and estate planning. Portfolios emphasize public funds such as ETFs, index funds, mutual funds, and fixed income; custody includes Charles Schwab.
Team overview
53 AVG AGE
$14.5M AVG AUM / ADVISOR
$631.9K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Mason Troy Stafford
Chief Compliance Officer, Owner
- CRD
- #6932794
- Ownership
- 75% or more
Available
Available
Available
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PAUL EDWARD STAFFORD
--
- CRD
- #4882942
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,524,607 | -- |
| Non-Discretionary | $4,007,948 | -- |
| Total | $14,532,555 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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