Montana Investment Advisors Inc.
Montana Investment Advisors Inc. (CRD# 106377) is a financial advisory firm headquartered in , . They manage $46,606,058 in 102 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Montana Investment Advisors Inc.
By the Numbers
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Total Assets Under Management47MILLION
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Total Number of Accounts102ACCOUNTS
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Average Account Value$456,922
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MT
Financial Advisors at Montana Investment Advisors Inc.
1
Brenda Davis (CRD# 713779) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 43 years of experience in the finance industry.
2
Nicholas Davis (CRD# 601550) 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.
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