Conroy Investment Services

Conroy Investment Services (CRD# 118020) is a financial advisory firm headquartered in Great Falls, MT. They manage $4,500,000 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $23,684
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Conroy Investment Services
Showing 1 - 1 of 1 top financial advisors.
1
James D. Conroy
CRD#: 1349786
613 32 Ave Ne, Great Falls, MT 59404
78
Wealthminder
score

James Conroy (CRD# 1349786) is an Investment Advisor Representative working at Conroy Investment Services in Great Falls, MT and has over 31 years of experience in the finance industry.

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