CLADIS INVESTMENT ADVISORY LLC is a Billings, Montana based financial advisory firm with nearly $206,599,567 in assets under management and provides investment advisory services for 271 clients. There are currently 2 financial advisors at the firm.
General Information |
Firm CRD#: | 153873 | |
SEC#: | 801-126137 | |
Assets under Management: | $206,599,567 | |
No. of Clients: | 271 | |
No. of Advisors: | 2 | |
Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Other (PROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.) | |
Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
BIG SKY WEALTH ADVISORS, LLC | 321272 | 801-130247 | 537 | 2 | $121,445,342 |