CLADIS INVESTMENT ADVISORY LLC - Financial Advisor in Montana, Billings

Tel: 406-259-4939 180 S. 32nd St. West Suite 1 Billings, Montana 59102

About CLADIS INVESTMENT ADVISORY LLC

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

Firm SEC#:

801-126137

Assets Under Management:

$206,599,567

No. of Clients:

271

No. of Advisors:

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

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