Monteith Wealth

Monteith Wealth (CRD# 308179) is a financial advisory firm headquartered in Bozeman, MT. They manage $57,177,190 in 208 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
517 S 22nd Ave., Suite 4, Bozeman, MT 59718
https://www.monteithwealth.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $274,890
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, MT, OR, WA

Financial Advisors at Monteith Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Jack Monteith, financial advisor Bozeman MT
Jack D. Monteith
CRD#: 2279282
517 S 22nd Ave., Suite 4, Bozeman, MT 59718

Jack Monteith (CRD# 2279282) is an Investment Advisor Representative working at Monteith Wealth in Bozeman, MT and has over 31 years of experience in the finance industry.

2
Mike Monteith, financial advisor Bozeman MT
Mike R. Monteith
CRD#: 6814440
517 S 22nd Ave., Suite 4, Bozeman, MT 59718

Mike Monteith (CRD# 6814440) is an Investment Advisor Representative working at Monteith Wealth in Bozeman, MT and has over 6 years of experience in the finance industry.

3
Daniel Pugh, financial advisor Bozeman MT
Daniel C. Pugh
CRD#: 7264065
517 S 22nd Ave., Suite 4, Bozeman, MT 59718

Daniel Pugh (CRD# 7264065) is an Investment Advisor Representative working at Monteith Wealth in Bozeman, MT and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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