Watson House Investment Management, LLC

Watson House Investment Management, LLC (CRD# 300512) is a financial advisory firm headquartered in , . They manage $7,052,289 in 23 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.investwatsonhouse.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $306,621
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

AR, MT, TX

Financial Advisors at Watson House Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Wrotny, financial advisor Bozeman MT
Gary A. Wrotny
CRD#: 7120568
Bozeman, MT

Gary Wrotny (CRD# 7120568) is an Investment Advisor Representative working at Watson House Investment Management, LLC in Bozeman, MT and has over 5 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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