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GROUP W INVESTMENT MANAGEMENT LLC
CRD 125215
15 S. TRACY AVE., #4, BOZEMAN, MT, 59715, United States
Phone
406-994-9321
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.9M
Discretionary AUM
$20.9M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.8M |
| High net worth individuals | 14 | $19.1M |
All web addresses on file
Official SEC filing: View on IAPD