BITTERROOT CAPITAL ADVISORS LLC - Financial Advisor in Montana, Bozeman

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

About BITTERROOT CAPITAL ADVISORS LLC

BITTERROOT CAPITAL ADVISORS LLC is a Bozeman, Montana based financial advisory firm with nearly $1,509,082,717 in assets under management and provides investment advisory services for 22 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

109088

Firm SEC#:

801-58029

Assets Under Management:

$1,509,082,717

No. of Clients:

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees

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