Stockman Wealth Management

EST. AUM
$5,235,996,694

CONTACTS
19

CLIENT ACCOUNTS
3,098

Firm Details

Metro area Billings
CRD Number 122166
Website stockmanbank.com
Client types

Overview

Stockman Wealth Management is a SEC Registered Investment Advisor (RIA). They operate under a fiduciary standard, engaging in fee based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stockman Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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