Big Sky Wealth Advisors, LLC

Big Sky Wealth Advisors, LLC (CRD# 321272) is a financial advisory firm headquartered in Great Falls, MT. They manage $107,834,278 in 443 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
812 14th Street N, Great Falls, MT 59401
https://www.bigskywealthadvisors.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $243,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Big Sky Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Horton, financial advisor Great Falls MT
Joshua T. Horton
CRD#: 6187019
812 14th Street N, Great Falls, MT 59401
Joshua Horton (CRD# 6187019) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Great Falls, MT and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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