Group W Investment Management LLC

Group W Investment Management LLC (CRD# 125215) is a financial advisory firm headquartered in Bozeman, MT. They manage $14,360,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Group W Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
Frederick J. Maxted
CRD#: 4631822
15 South Tracy Ave, #4, Bozeman, MT 59715

Frederick Maxted (CRD# 4631822) is an Investment Advisor Representative working at Group W Investment Management LLC in Bozeman, MT and has over 25 years of experience in portfolio management.

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