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 | |
| SEC#: | 801-58029 | |
| Assets under Management: | $1,509,082,717 | |
| No. of Clients: | 22 | |
| No. of Advisors: | 8 | |
| 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 |
| 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 |