Bart Aby, financial advisor Billings MT

Bart Aby

CRD Number: 4974354
Current Firm: Allied Investment Advisors LLC

Bart Aby (CRD# 4974354) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Allied Investment Advisors, LLC Billings, MT Sep 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Bart W. Aby
Phone Number: 406-839-2037
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    912
    MILLIONS
  • Total Number of Accounts
    1,893
    ACCOUNTS
  • Average Account Value
    $481,686
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, MT, ND, NE, SD, TX, WA, WY

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