Montana Capital Management, LLC

Montana Capital Management, LLC (CRD# 171418) is a financial advisory firm headquartered in Bozeman, MT. They manage $4,200,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $2,100,000
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
  • Educational seminars/workshops
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 Montana Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher J. Leoniak
CRD#: 6353224
Bozeman, MT
90
Wealthminder
score

Christopher Leoniak (CRD# 6353224) is an Investment Advisor Representative working at Montana Capital Management, LLC in Bozeman, MT and has over 4 years of experience in the finance industry.

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