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Carl Wade Gardiner

BITTERROOT CAPITAL ADVISORS LLC·BOZEMAN, Montana
Unclaimed Profile
118 EAST MAIN STREET, BOZEMAN, MT 59715CRD# 2270780Firm CRD# 109088
01

About

Carl Wade Gardiner is a registered financial advisor based in BOZEMAN, Montana, affiliated with BITTERROOT CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BITTERROOT CAPITAL ADVISORS LLC
BITTERROOT CAPITAL ADVISORS LLC
AUM
$1.5B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BITTERROOT CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2270780
Firm CRD# 109088
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Wade Gardiner offer?
Carl Wade Gardiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOZEMAN, Montana for a consultation.
What are Carl Wade Gardiner's credentials?
Carl Wade Gardiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Wade Gardiner located?
Carl Wade Gardiner is based in BOZEMAN, Montana, working with BITTERROOT CAPITAL ADVISORS LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.
How does Carl Wade Gardiner charge for services?
Carl Wade Gardiner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BITTERROOT CAPITAL ADVISORS LLC?
BITTERROOT CAPITAL ADVISORS LLC has approximately 8 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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