BITTERROOT CAPITAL ADVISORS LLC

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

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 Status	Approved
Firm CRD#	109088
SEC#	801-58029
Assets Managed by Firm	$1,509,082,717
No. of Clients	22
No. of Advisors	8

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 Clients	AUM
Firm Total	22	$1,509,082,717
High net worth individuals	22	$1,509,082,717

More Retirement Planning firms in Bozeman, Montana:

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INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$5,065,457,259	2813	30
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$4,812,943,447	4203	31
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,797,664,736	1529	16
ALLIED INVESTMENT ADVISORS LLC 3409 Transtech Way, Suite A Billings, MT, 59102	$1,134,563,584	2138	10
FRONT STREET CAPITAL MANAGEMENT, INC. 218 East Front Street Suite 205 Missoula, MT, 59802	$615,000,000	1463	6

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