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Brenda J Davis

MONTANA INVESTMENT ADVISORS INC·BOZEMAN, Montana
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104 EAST MAIN ST, BOZEMAN, MT 59715-7090CRD# 713779Firm CRD# 106377
01

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.

02

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
View all advisors at MONTANA INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

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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05

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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Other advisors in BOZEMAN
Michael Ernest Kitces — XY INVESTMENT SOLUTIONS, LLCDominic Carl Martellaro — DESTRA CAPITAL ADVISORS LLCErnest John Turner — HOLMES & TURNER FINANCIAL SERVICES, INC.Jeffrey Robert Snodgrass — XY INVESTMENT SOLUTIONS, LLCNicholas Homans Davis — MONTANA INVESTMENT ADVISORS INC
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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