Advisers in Missoula, MT

7 advisers in Missoula — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Front Street Capital Management, INC.218 East Front Street, Suite 205 · Missoula, MT 59802 · (406) 541-0130 · Hourly feesCRD 141974 · % of assets, Hourly charges, Fixed fees · $862.0 million AUMSEC registeredNo commissions reported Pathfinder Planning and Investments27 Fort Missoula Rd., Suite 1 · Missoula, MT 59804 · (406) 541-3733 · Financial planningCRD 159486 · % of assets, Hourly charges, Fixed fees · $122.3 million AUMSEC registeredNo commissions reported Portfolio Logix, LLC415 N. Higgins Ave · Missoula, MT 59802 · (406) 552-4507 · Financial planningCRD 305082 · % of assets, Hourly charges · $39.5 million AUMState registeredNo commissions reported S.g. Long & Company283 W. Front Street, Suite 302 · Missoula, MT 59802 · (406) 721-0999 · Financial planningCRD 47511 · % of assets · $33.1 million AUMState registeredNo commissions reported Sapphire Financial Strategies, L.L.C.2801 South Russell St. #7 · Missoula, MT 59801 · (406) 728-4740 · % of assets managedCRD 296926 · % of assets · $17.8 million AUMState registeredNo commissions reported Sgl Investment Advisors, INC.283 W. Front Street Suite 302 · Missoula, MT 59802 · (406) 721-0999 · % of assets managedCRD 145167 · % of assets · $440.3 million AUMSEC registeredNo commissions reported Willow Creek Capital Management, INC.432 W Spruce St., Ste 102 · Missoula, MT 59802 · (406) 830-3286 · % of assets managedCRD 333911 · % of assets · $280.0 million AUMSEC registeredNo commissions reported

Talking to advisers in Missoula? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.