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Adviser Profile

As of Date 05/27/2026
Registration SEC, Approved, 07/17/2007
Other registrations (1)
ADV Location MISSOULA, MT, United States
Contact Info 406 xxxxxxx
Websites
AUM* 862,000,000 40%
of that, discretionary 862,000,000 40%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 714,167 70%
% High Net Worth 16.80% 15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

862M 739M 616M 493M 369M 246M 123M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary