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Richard Robert Blumenfeld

STILLWATER WEALTH MANAGEMENT GROUP LLC·JUNO BEACH, Florida
Unclaimed Profile
790 JUNO OCEAN WALK SUITE 202C, JUNO BEACH, FL 33408CRD# 6140336Firm CRD# 309796
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About

Richard Robert Blumenfeld is a registered financial advisor based in JUNO BEACH, Florida, affiliated with STILLWATER WEALTH MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STILLWATER WEALTH MANAGEMENT GROUP LLC
STILLWATER WEALTH MANAGEMENT GROUP LLC
AUM
$139M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6140336
Firm CRD# 309796
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Robert Blumenfeld offer?
Richard Robert Blumenfeld specializes in Investment Management, Fee-Only Advisory. Contact their office in JUNO BEACH, Florida for a consultation.
What are Richard Robert Blumenfeld's credentials?
Richard Robert Blumenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Robert Blumenfeld located?
Richard Robert Blumenfeld is based in JUNO BEACH, Florida, working with STILLWATER WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the JUNO BEACH metropolitan area and surrounding communities.
How does Richard Robert Blumenfeld charge for services?
Richard Robert Blumenfeld's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER WEALTH MANAGEMENT GROUP LLC?
STILLWATER WEALTH MANAGEMENT GROUP LLC has approximately 2 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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