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 Trusts & Estates advisors in MT, BOZEMAN
13 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
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Bozeman, MT
AUM
$304.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-587-1604
NORTHFORK ADVISORS
Bozeman, MT
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-579-0334
ARKELL ASSET MANAGEMENT, LLC
Bozeman, MT
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
1-406-577-2006
MONTEITH WEALTH
Bozeman, MT
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
406-613-7575
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
MOUNTAIN WEALTH MANAGEMENT, LLC
Bozeman, MT
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-223-4311
COCREATE FINANCIAL
Bozeman, MT
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
406-206-7571
JCG ADVISORY GROUP, LLC
Bozeman, MT
AUM
$33.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 452-4552
BLACKMORE FINANCIAL SOLUTIONS
Bozeman, MT
AUM
$25.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
4065772277
GROUP W INVESTMENT MANAGEMENT LLC
Bozeman, MT
AUM
$20.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-994-9321
BLACK CAT WEALTH
Bozeman, MT
AUM
$9.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
406-587-5587
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