Unclaimed Profile

Brenda J Davis

MONTANA INVESTMENT ADVISORS INC·BOZEMAN, Montana

Clean recordMONTANA INVESTMENT ADVISORS INC

104 EAST MAIN ST, BOZEMAN, MT 59715-7090CRD# 713779Firm CRD# 106377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenda J Davis · BOZEMAN, MT

Registration

CRD #713779 · MONTANA INVESTMENT ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brenda J Davis is a registered financial advisor based in BOZEMAN, Montana, affiliated with MONTANA INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

MONTANA INVESTMENT ADVISORS INC

AUM

$46M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONTANA INVESTMENT ADVISORS INC →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 713779

Firm CRD# 106377

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brenda J Davis offer?

Brenda J Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.

What are Brenda J Davis's credentials?

Brenda J Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda J Davis located?

Brenda J Davis is based in BOZEMAN, Montana, working with MONTANA INVESTMENT ADVISORS INC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Brenda J Davis charge for services?

Brenda J Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTANA INVESTMENT ADVISORS INC?

MONTANA INVESTMENT ADVISORS INC has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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