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Building 2JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

Map pinKALISPELL, MT
Phone406-752-1040
NotebookSEC #801-62884
Total AUM
$43.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 SUNSET PLAZA
KALISPELL
MT 59901-1600
United States
Operating Hours
8AM - 3PM
Monday - Friday
Phone
406-752-1040

ReceiptFinancials

Total AUM
$43.3M
Accounts
173
Discretionary
$43.3M
Accounts
173
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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