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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 $104,921,621 assets under management, offering retirement planning & investment advisory services to 205 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 | $104,921,621 |
| No. of Clients | 205 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 205 | $104,921,621 |
| Individuals (other than high net worth individuals) | 67 | $24,745,018 |
| High net worth individuals | 25 | $55,081,298 |
| Charitable organizations | 5 | $25,095,305 |
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