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CLADIS INVESTMENT ADVISORY LLC
CRD 153873 · SEC 801-126137
180 S. 32ND ST. WEST, SUITE 1, BILLINGS, MT, 59102, United States
Phone
406-259-4939
Fax
406-281-8477
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.6M
Discretionary AUM
$242.0M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $27.3M |
| High net worth individuals | 46 | $123.7M |
| Charitable organizations | 5 | $51.8M |
States served
MT, NE
All web addresses on file
Official SEC filing: View on IAPD