S.G. LONG & COMPANY
Missoula, MT
AUM
$35.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
0
Fees
Percentage of AUM
406-721-0999
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MT, MISSOULA
5 advisers found
MONEYSENSE LLC
Missoula, MT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
406-868-5904
SWITCHBACKS CAPITAL ADVISORY, LLC
Missoula, MT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-698-0105
PORTFOLIO LOGIX, LLC
Missoula, MT
AUM
$39.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-552-4507
Full profileNo website
PATHFINDER PLANNING AND INVESTMENTS
Missoula, MT
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-541-3733
Full profileNo website