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Building 2CLADIS INVESTMENT ADVISORY LLC

Map pinBILLINGS, MT
Phone406-259-4939
NotebookSEC #801-126137
Total AUM
$242.6M
Employees
3
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 S. 32ND ST. WEST
SUITE 1
BILLINGS
MT 59102
United States
Operating Hours
7:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
406-259-4939

ReceiptFinancials

Total AUM
$242.6M
Accounts
274
Discretionary
$242M
Accounts
271
Non-Discretionary
$650.2K
Accounts
3

ContactClients

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Individual Clients
68
AUM
$27.3M
HNW Individual Clients
46
AUM
$123.7M
Charitable Organization Clients
5
AUM
$51.8M
Corporation or Business Clients
1
AUM
$39.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MTNE

HandshakeAffiliates

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

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