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SAPPHIRE FINANCIAL STRATEGIES, L.L.C.
CRD 296926
2801 SOUTH RUSSELL ST. #7, MISSOULA, MT, 59801, United States
Phone
406-728-4740
Fax
406-552-4790
Registration
— (—)
Source
State registered
Total AUM
$17.8M
Discretionary AUM
$17.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $14.7M |
| High net worth individuals | 2 | $3.1M |
Official SEC filing: View on IAPD