S
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
3 Employees
45 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2020
- Office Locations
- 3
Office Locations
47 Skylark Road Portland ME
-- Sunnyvale CA
-- Veazie ME
About Stillwater Investing
Stillwater Investing is an independent RIA in Bangor, Maine serving retail investors with guidance on saving, portfolio construction, and risk management. The firm emphasizes simple, fee-conscious defensive strategies and is not affiliated with banks, broker-dealers, or insurance companies. Custody includes Interactive Brokers and State Street.
Team overview
25 AVG AGE
$906.1K AVG AUM / ADVISOR
$40.3K AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Dale Hartt
Chief Investment Officer, Managing Member
- CRD
- #7251695
- Ownership
- 75% or more
Available
Available
Available
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D
Dominic Butler Guimond
Director
- CRD
- #7267057
Available
Available
Available
Marcus Edward Harding
Chief Executive Officer
- CRD
- #7788414
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,812,285 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,812,285 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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