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Brenda J Davis

MONTANA INVESTMENT ADVISORS INC·BOZEMAN, Montana
Unclaimed Profile
104 EAST MAIN ST, BOZEMAN, MT 59715-7090CRD# 713779Firm CRD# 106377
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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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MONTANA INVESTMENT ADVISORS INC
MONTANA INVESTMENT ADVISORS INC
AUM
$46M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 713779
Firm CRD# 106377
No disclosures on file
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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