Wildrye Financial
Wildrye Financial (CRD# 317148) is a financial advisory firm headquartered in Bigfork, MT. They manage $69,711,077 in 306 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management70MILLION
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Total Number of Accounts306ACCOUNTS
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Average Account Value$227,814
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT
Financial Advisors at Wildrye Financial
1
Cody Kirk (CRD# 6443766) is an Investment Advisor Representative working at Wildrye Financial in Helena, MT and has over 9 years of experience in the finance industry.
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