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Building 2PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Map pinBOZEMAN, MT
Phone406-587-1604
NotebookSEC #801-132539
Total AUM
$304.1M
Employees
2
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2066 STADIUM DR
STE 101
BOZEMAN
MT 59718
United States
Operating Hours
9A.M. - 5P.M.
Monday - Friday
Phone
406-587-1604

ReceiptFinancials

Total AUM
$304.1M
Accounts
692
Discretionary
$298.6M
Accounts
686
Non-Discretionary
$5.5M
Accounts
6

ContactClients

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Individual Clients
80
AUM
$43.9M
HNW Individual Clients
83
AUM
$254.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
EMPLOYER SPONSORED RETIREMENT PLANS ADVISORY SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCALAMTTXWA

HandshakeAffiliates

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

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