INVESTMENT MANAGEMENT GROUP
Billings, MT
AUM
$5.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
406-655-3960
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MT, BILLINGS
8 advisers found
ALLIED INVESTMENT ADVISORS LLC
Billings, MT
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
406-839-2037
CAPSTONE WEALTH
Billings, MT
AUM
$354.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
406-325-1500
CLADIS INVESTMENT ADVISORY LLC
Billings, MT
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
406-259-4939
OPTIMA CAPITAL MANAGEMENT
Billings, MT
AUM
$36.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; ESTIMATED FLAT PROJECT FEE STRATEGIC BUSINESS ADVISORY SERVICES
406-208-0208
BDL WEALTH MANAGEMENT PLLC
Billings, MT
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
406-694-1898
STAPLETON FINANCIAL GROUP
Billings, MT
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-655-3800
Full profileNo website
CFD INVESTMENT ADVISORY LLC
Billings, MT
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-974-2530
Full profileNo website