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
By the Numbers
-
Total Assets Under Management140MILLION
-
Total Number of Accounts233ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, NE
Financial Advisors at Cladis Investment Advisory LLC
1
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 (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.
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