Cladis Investment Advisory LLC

Cladis Investment Advisory LLC (CRD# 153873) is a financial advisory firm headquartered in Billings, MT. They manage $139,940,781 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
180 S. 32nd St. West, Suite 1, Billings, MT 59102
https://www.linkedin.com/in/tracy-hawbaker-383b2b95
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $600,604
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT, NE

Financial Advisors at Cladis Investment Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Cladis, financial advisor Billings MT
Nicholas R. Cladis
CRD#: 47182
180 S. 32nd Street West, Suite 1, Billings, MT 59102

Nicholas Cladis (CRD# 47182) is an Investment Advisor Representative working at Cladis Investment Advisory LLC in Billings, MT and has over 36 years of experience in the finance industry.

2
Tracy Hawbaker, financial advisor Billings MT
Tracy W. Hawbaker
CRD#: 4981864
180 S. 32nd Street West, Suite 1, Billings, MT 59102

Tracy Hawbaker (CRD# 4981864) is an Investment Advisor Representative working at Cladis Investment Advisory LLC in Billings, MT and has over 18 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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