Unclaimed Profile

James Kehoe Tonrey

STILLWATER INVESTMENT MANAGEMENT, LLC·STILLWATER, Minnesota

Clean recordSTILLWATER INVESTMENT MANAGEMENT, LLC

423 SOUTH MAIN STREET, STILLWATER, MN 55082CRD# 1023061Firm CRD# 132237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Kehoe Tonrey · STILLWATER, MN

Registration

CRD #1023061 · STILLWATER INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

STILLWATER INVESTMENT MANAGEMENT, LLC

AUM

$535M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STILLWATER INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1023061

Firm CRD# 132237

View on FINRA BrokerCheck →

Looking for a financial advisor in STILLWATER?

Browse all registered financial advisors in STILLWATER, Minnesota or claim this profile if it's yours.

Browse STILLWATER Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →