Bow Stream Investments LLC

Bow Stream Investments LLC (CRD# 292230) is a financial advisory firm headquartered in , . They manage $5,893,806 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $491,151
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MT

Financial Advisors at Bow Stream Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Austin Taylor, financial advisor Whitefish MT
Austin L. Taylor
CRD#: 5379271
Whitefish, MT

Austin Taylor (CRD# 5379271) is an Investment Advisor Representative working at Bow Stream Investments LLC in Whitefish, MT and has over 16 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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