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BIG SKY WEALTH ADVISORS, LLC
BIG SKY WEALTH ADVISORS, LLC
GREAT FALLS, Montana
·
3 registered advisors
·
CRD# 321272
SEC# 801-130247
0
406-315-2627
01
Firm Overview
AUM
$108M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BIG SKY WEALTH ADVISORS, LLC
3 registered advisors
Joshua Thomas Horton
GREAT FALLS, Montana
CRD# 6187019
Megan Jacqueline Mclaughlin
GREAT FALLS, Montana
CRD# 4764006
Rachael Joy Clark
GREAT FALLS, Montana
CRD# 7614626
05
Office Locations
GREAT FALLS, Montana
3 advisors
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Data sourced from SEC Form ADV filings. BIG SKY WEALTH ADVISORS, LLC (CRD# 321272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.