Jcg Advisory Group, LLC
Jcg Advisory Group, LLC (CRD# 283746) is a financial advisory firm headquartered in Bozeman, MT. They manage $20,707,672 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$148,976
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, MT
Financial Advisors at Jcg Advisory Group, LLC
1
Jon Goodman (CRD# 5065832) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 14 years of experience in the finance industry.
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