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Home > Retirement Planners > montana > billings > CLADIS INVESTMENT ADVISORY LLC
CLADIS INVESTMENT ADVISORY LLC
180 S. 32nd St. West
Suite 1
Billings, Montana 59102
Tel: 406-259-4939
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 Status | Approved |
|---|---|
| Firm CRD# | 153873 |
| SEC# | 801-126137 |
| Assets Managed by Firm | $206,599,567 |
| No. of Clients | 271 |
| No. of Advisors | 2 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 271 | $206,599,567 |
| Individuals (other than high net worth individuals) | 70 | $26,725,043 |
| High net worth individuals | 41 | $98,656,624 |
| Charitable organizations | 6 | $43,943,604 |
| Corporations or other businesses | Fewer than 5 clients | $37,274,296 |
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|---|---|---|---|
| $5,065,457,259 | 2813 | 30 | |
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