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CLADIS INVESTMENT ADVISORY LLC
Tel: 406-259-4939
180 S. 32nd St. West Suite 1
Billings, Montana 59102
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
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
Firm CRD#:
153873
SEC#:
801-126137
No. of Clients:
271
Assets under Management
$206,599,567
No. of Advisors:
2
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