Montana Investment Advisors Inc.

Montana Investment Advisors Inc. (CRD# 106377) is a financial advisory firm headquartered in Bozeman, MT. They manage $48,897,850 in 133 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $367,653
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

CO, MT, TX

Financial Advisors at Montana Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brenda M. Davis
CRD#: 713779
401 East Main Street #416, Bozeman, MT 59715
93
Wealthminder
score

Brenda Davis (CRD# 713779) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 36 years of experience in the finance industry.

2
Nicholas H. Davis
CRD#: 601550
104 East Main Street #416, Bozeman, MT 59715
93
Wealthminder
score

Nicholas Davis (CRD# 601550) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 29 years of experience in the finance industry.

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