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BITTERROOT CAPITAL ADVISORS LLC

118 East Main Street
Bozeman, Montana 59715
Tel: 406-556-8200

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About BITTERROOT CAPITAL ADVISORS LLC

BITTERROOT CAPITAL ADVISORS LLC, formally registered with the SEC as BITTERROOT CAPITAL ADVISORS LLC. The firm was established in 10/20/2000. They have over 1 offices throughout the country.

BITTERROOT CAPITAL ADVISORS LLC is a Bozeman, Montana based Financial Planning firm with nearly $1,509,082,717 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109088
SEC#801-58029
Assets Managed by Firm$1,509,082,717
No. of Clients22
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CASH FLOW ANALYSIS AND ESTATE PLANNING)

Firm Client Information

No. of ClientsAUM
Firm Total22$1,509,082,717
High net worth individuals22$1,509,082,717

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