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CLADIS INVESTMENT ADVISORY LLC

180 S. 32nd St. West
Suite 1
Billings, Montana 59102
Tel: 406-259-4939

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About CLADIS INVESTMENT ADVISORY LLC

CLADIS INVESTMENT ADVISORY LLC, formally registered with the SEC as CLADIS INVESTMENT ADVISORY LLC. The firm was established in 07/21/2022. They have over 1 offices throughout the country.

CLADIS INVESTMENT ADVISORY LLC is a Billings, Montana based Financial Planning firm with nearly $206,599,567 assets under management, offering retirement planning & investment advisory services to 271 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153873
SEC#801-126137
Assets Managed by Firm$206,599,567
No. of Clients271
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (PROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.)

Firm Client Information

No. of ClientsAUM
Firm Total271$206,599,567
Individuals (other than high net worth individuals)70$26,725,043
High net worth individuals41$98,656,624
Charitable organizations6$43,943,604
Corporations or other businessesFewer than 5 clients$37,274,296

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