This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2010
- Office Locations
- 1
Office Locations
About Stillwater Investments
Stillwater Investments (Dakota Wealth Management) provides investment management, proprietary portfolio strategies, and holistic planning including financial, trust/estate, and tax planning/compliance. The team focuses on individuals and families, including business owners, with a personalized, goals-based approach and support for complex life events such as divorce planning. Custodies assets with Interactive Brokers.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES D COGSWELL
Chief Compliance Officer, Financial Advisor, Investment Advisor
- CRD
- #4159200
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing