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Building 2MILLIONAIREWE WEALTH MANAGEMENT

Map pinBOZEMAN, MT
Phone(406) 233-6361
NotebookSEC #801-114618
Total AUM
$2M
Employees
2
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
389 SOUTH FERGUSON AVE.
SUITE 219
BOZEMAN
MT 59718
United States
Operating Hours
24/7 - INTERNET ONLY
24/7
Phone
(406) 233-6361

ReceiptFinancials

Total AUM
$2M
Accounts
12
Discretionary
$2M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$238K
HNW Individual Clients
2
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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