Cladis Investment Advisory LLC

Cladis Investment Advisory LLC (CRD# 153873) is a financial advisory firm headquartered in Billings, MT. They manage $78,727,352 in 206 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $382,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Cladis Investment Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Tracy W. Hawbaker
CRD#: 4981864
1500 Poly Drive, Suite 107, Billings, MT 59102
93
Wealthminder
score

Tracy Hawbaker (CRD# 4981864) is an Investment Advisor Representative working at Cladis Investment Advisory LLC in Billings, MT and has over 10 years of experience in the finance industry.

2
Nicholas R. Cladis
CRD#: 47182
1500 Poly Drive, Suite 107, Billings, MT 59102
38
Wealthminder
score

Nicholas Cladis (CRD# 47182) is an Investment Advisor Representative working at Cladis Investment Advisory LLC in Billings, MT and has over 29 years of experience in the finance industry.

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