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Building 2BITTERROOT CAPITAL ADVISORS LLC

Map pinBOZEMAN, MT
Phone406-556-8200
NotebookSEC #801-58029
Total AUM
$1.8B
Employees
7
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 EAST MAIN STREET
BOZEMAN
MT 59715
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
406-556-8200

ReceiptFinancials

Total AUM
$1.8B
Accounts
15
Discretionary
$254M
Accounts
7
Non-Discretionary
$1.5B
Accounts
8

ContactClients

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HNW Individual Clients
20
AUM
$1.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CASH FLOW ANALYSIS AND ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MTTX

HandshakeAffiliates

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

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