Noah IntaraCRD Number: 5399192
Current Firm: S.b. Value Partners, LP
Noah Intara (CRD# 5399192) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bozeman, MT and has over 15 years of experience in the finance industry.
Yellowstone Investment Planners, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|Sb Value LP||Business Development Officer, TX||Oct 2022 - Current||< 1|
|Sb Value Partners||Bozeman, MT||Sep 2022 - Current||1|
|Config 27 LLC||Petaluma, CA||Jun 2018 - Jul 2022||4|
|Zoku Inc.||Sausalito, CA||Sep 2014 - Mar 2018||3|
|Lpl Financial||Petaluma, CA||Sep 2012 - Aug 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2022|
Total Assets Under Management3,873MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$33,977,119
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IN, LA, MT, OR, PA, TX
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