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Building 2ORR, BRAD L.

Map pin
Phone307-262-4450
NotebookSEC #801-66486
Total AUM
$14.2M
Employees
1
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
307-262-4450
Other Offices
1

ReceiptFinancials

Total AUM
$14.2M
Accounts
125
Discretionary
$14.2M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$9.9M
HNW Individual Clients
5
AUM
$4.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional 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 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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