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Adam Matthew Weiss

STILLWATER INVESTMENT MANAGEMENT, L.P.·PALO ALTO, California
Unclaimed Profile
524 HAMILTON AVENUE, PALO ALTO, CA 94301-2011CRD# 2628318Firm CRD# 179520
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About

Adam Matthew Weiss is a registered financial advisor based in PALO ALTO, California, affiliated with STILLWATER INVESTMENT MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
STILLWATER INVESTMENT MANAGEMENT, L.P.
STILLWATER INVESTMENT MANAGEMENT, L.P.
AUM
$320M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STILLWATER INVESTMENT MANAGEMENT, L.P. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2628318
Firm CRD# 179520
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Matthew Weiss offer?
Adam Matthew Weiss specializes in Retirement Planning. Contact their office in PALO ALTO, California for a consultation.
What are Adam Matthew Weiss's credentials?
Adam Matthew Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Matthew Weiss located?
Adam Matthew Weiss is based in PALO ALTO, California, working with STILLWATER INVESTMENT MANAGEMENT, L.P.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Adam Matthew Weiss charge for services?
Adam Matthew Weiss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER INVESTMENT MANAGEMENT, L.P.?
STILLWATER INVESTMENT MANAGEMENT, L.P. has approximately 6 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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