Montana Investment Advisors Inc (Bozeman)

Montana Investment Advisors Inc is an adviser based in Bozeman. It manages $46.43 million of regulatory assets for 129 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Montana.

Montana Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Montana Investment Advisors: assets under management

The assets under management (AUM) of Montana Investment Advisors Inc is $46.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $359.9 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Montana Investment Advisors Inc for their services and products based on a percentage of assets under management. 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.

Careers at Montana Investment Advisors Inc

Nicholas Homans Davis has been acting as President since 1 Jun 2000. Brenda J Davis joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nicholas Homans Davis	President	1 Jun 2000	50% - 75%	601550
Brenda J Davis	Chairman	1 Jun 2000	50% - 75%	713779
Nicholas Homans Davis	President,cco	1 Sep 2004	50% - 75%	601550

Based in Bozeman

The principal office where Montana Investment Advisors Inc performs its advisory services is located at 104 East Main St, Bozeman, MT 59715 7090 The mailing address of the firm is P.O. Box 7090, Bozeman, MT 59771 7090. It doesn’t run an office outside of the United States.