Unclaimed Profile

Eric William Flynn

BITTERROOT CAPITAL ADVISORS LLC·BOZEMAN, Montana

Clean recordBITTERROOT CAPITAL ADVISORS LLC

118 EAST MAIN STREET, BOZEMAN, MT 59715CRD# 5640707Firm CRD# 109088

Profile Verification

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

Identity

Eric William Flynn · BOZEMAN, MT

Registration

CRD #5640707 · BITTERROOT CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric William Flynn 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BITTERROOT CAPITAL ADVISORS LLC

AUM

$1.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5640707

Firm CRD# 109088

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric William Flynn offer?

Eric William Flynn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOZEMAN, Montana for a consultation.

What are Eric William Flynn's credentials?

Eric William Flynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric William Flynn located?

Eric William Flynn 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 Eric William Flynn charge for services?

Eric William Flynn'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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