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James Kehoe Tonrey

STILLWATER INVESTMENT MANAGEMENT, LLC·STILLWATER, Minnesota
Unclaimed Profile
423 SOUTH MAIN STREET, STILLWATER, MN 55082CRD# 1023061Firm CRD# 132237
01

About

James Kehoe Tonrey is a registered financial advisor based in STILLWATER, Minnesota, affiliated with STILLWATER INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
STILLWATER INVESTMENT MANAGEMENT, LLC
STILLWATER INVESTMENT MANAGEMENT, LLC
AUM
$535M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1023061
Firm CRD# 132237
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Kehoe Tonrey offer?
James Kehoe Tonrey specializes in Investment Management, Wealth Management. Contact their office in STILLWATER, Minnesota for a consultation.
What are James Kehoe Tonrey's credentials?
James Kehoe Tonrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kehoe Tonrey located?
James Kehoe Tonrey is based in STILLWATER, Minnesota, working with STILLWATER INVESTMENT MANAGEMENT, LLC. Their office serves clients in the STILLWATER metropolitan area and surrounding communities.
How does James Kehoe Tonrey charge for services?
James Kehoe Tonrey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER INVESTMENT MANAGEMENT, LLC?
STILLWATER INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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