| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 12/30/2010 |
|
|
|
| ADV Location | BOZEMAN, MT, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 463,846,135 55% |
| of that, discretionary | 463,846,135 55% |
| Number of Employees | 12 -20% |
| of those in investment advisory functions | 12 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 231,923,068 132% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds