180 S. 32nd St. West
Suite 1
Billings, Montana 59102
Tel: 406-259-4939
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$36,175,333,459 | 86818 | 650 | |
$5,065,457,259 | 2813 | 30 | |
$4,812,943,447 | 4203 | 31 | |
$1,797,664,736 | 1529 | 16 | |
$1,509,082,717 | 22 | 8 |
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