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Building 2BIG SKY WEALTH ADVISORS, LLC

Map pinGREAT FALLS, MT
Phone406-315-2627
NotebookSEC #801-130247
Total AUM
$134.6M
Employees
2
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 14TH STREET N
GREAT FALLS
MT 59401
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
406-315-2627

ReceiptFinancials

Total AUM
$134.6M
Accounts
570
Discretionary
$134.6M
Accounts
570
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
181
AUM
$65.7M
HNW Individual Clients
20
AUM
$65.2M
Pension/Profit Sharing Plan Clients
1
AUM
$137.7K
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
4
AUM
$2.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MTTXWAWI

HandshakeAffiliates

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

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