BITTERROOT CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
406-556-8200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MT, BOZEMAN
5 advisers found
XYPN INVEST
Bozeman, MT
AUM
$881.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(360) 301-7579
DESTRA CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$463.8M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
SOLID ROCK WEALTH MANAGEMENT
Bozeman, MT
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
406-582-1264
DFC PREFERRED ADVISORS LLC
Bozeman, MT
AUM
$228.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
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