Investment adviser · CRD 106377
MONTANA INVESTMENT ADVISORS INC
Investment adviser filing (IA)
BOZEMAN, MT, United States · Form ADV filed May 9, 2012
- Regulatory AUM
- $46.4M Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 9, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
104 EAST MAIN ST, STE 414-416BOZEMAN, MT, 59715-7090, United States
CRD 106377
Filing source
Form ADV 645108 · May 9, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.