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Building 2XYPN INVEST

Map pinBOZEMAN, MT
Phone(360) 301-7579
NotebookSEC #801-118916
Total AUM
$881.5M
Employees
65
Clients
691

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 E. MAIN STREET
BOZEMAN
MT 59715
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(360) 301-7579
Other Offices
38

ReceiptFinancials

Total AUM
$881.5M
Accounts
3,921
Discretionary
$880.8M
Accounts
3,753
Non-Discretionary
$666.5K
Accounts
168

ContactClients

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Individual Clients
465
AUM
$195.7M
HNW Individual Clients
156
AUM
$454.3M
Pension/Profit Sharing Plan Clients
13
AUM
$8.6M
Charitable Organization Clients
7
AUM
$3.6M
Investment Advisor Clients
41
AUM
$194.3M
Corporation or Business Clients
9
AUM
$25M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
ALCACODCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENYOHOKORPARISCSDTXVAWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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