Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
66 advisers found
SWITCHBACKS CAPITAL ADVISORY, LLC
Missoula, MT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-698-0105
TTG FINANCIAL SERVICES, INC.
Billings, MT
AUM
—
Team
1 employees
Clients
0
Fees
Hourly charges; Fixed fees
406-256-6112
DFC PREFERRED ADVISORS LLC
Bozeman, MT
AUM
$228.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
PORTFOLIO LOGIX, LLC
Missoula, MT
AUM
$39.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-552-4507
SAPPHIRE FINANCIAL STRATEGIES, L.L.C.
Missoula, MT
AUM
$17.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
406-728-4740
STAPLETON FINANCIAL GROUP
Billings, MT
AUM
$15.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-655-3800
BLACK CAT WEALTH
Bozeman, MT
AUM
$9.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
406-587-5587
JAMES C WANGERIN, CPA/PFS
Deer Lodge, MT
AUM
$5.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(406) 846-1862
CFD INVESTMENT ADVISORY LLC
Billings, MT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-974-2530
GRIZZLY VENTURES MANAGEMENT COMPANY LLC
Missoula, MT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
406-333-1370
HOLMES & TURNER FINANCIAL SERVICES, INC.
Bozeman, MT
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL FEES
720-943-8922
MONTANA LANDVEST, INC.
Bozeman, MT
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR/REFERRAL FEES FROM 3RD PARTY INVESTMENT ADVISOR FIRM
406-586-0356
PATHFINDER PLANNING AND INVESTMENTS
Missoula, MT
AUM
—
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-541-3733