Purdy - Mchenry Investments L.l.p.

Purdy - Mchenry Investments L.l.p. (CRD# 135479) is a financial advisory firm headquartered in Great Falls, MT. They manage $1,946,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $114,471
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Purdy - Mchenry Investments L.l.p.
Showing 1 - 2 of 2 top financial advisors.
1
Julie M. McHenry
CRD#: 2230781
1601 2nd Ave N, Ste 600, Great Falls, MT 59401
93
Wealthminder
score

Julie McHenry (CRD# 2230781) is an Investment Advisor Representative working at Purdy - Mchenry Investments L.l.p. in Great Falls, MT and has over 17 years of experience in the finance industry.

2
James L. Purdy
CRD#: 1836677
1601 2nd Ave N, Ste 600, Great Falls, MT 59401
83
Wealthminder
score

James Purdy (CRD# 1836677) is an Investment Advisor Representative working at Purdy - Mchenry Investments L.l.p. in Great Falls, MT and has over 21 years of experience in the finance industry.

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