STAFFORD FINANCIAL, LLC

STAFFORD FINANCIAL, LLC is an SEC-registered investment adviser (CRD 295502). Regulatory assets under management: $14.5M.

Registration

• CRD: 295502
• Type: Registered investment adviser
• Phone: 406-697-0546
• Latest filing: 2026-04-03
• Regulatory AUM: $14.5M
• Discretionary AUM: $10.5M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search