Thibeault Financial Advisory Inc is an adviser based in Big Timber. It manages $11 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001.
Thibeault Financial Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thibeault Financial Advisory Inc is $11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thibeault Financial Advisory Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brete Alan Thibeault has been acting as President since 1 Oct 1992. Marie K. Thibeault joined the executive team most recently as the Secretary/Treasurer.
The principal office where Thibeault Financial Advisory Inc performs its advisory services is located at 1364 Lower Sweet Grass Road, Big Timber, MT 59011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 406-932-6775 or by fax 406-932-6775. The normal business hours are 8am--5pm on Monday - Friday.