118 East Main Street
Bozeman, Montana 59715
Tel: 406-556-8200
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22 | $1,509,082,717 |
High net worth individuals | 22 | $1,509,082,717 |
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 | |
$1,134,563,584 | 2138 | 10 |
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