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CLADIS INVESTMENT ADVISORY LLC
CLADIS INVESTMENT ADVISORY LLC
BILLINGS, Montana
·
2 registered advisors
·
CRD# 153873
SEC# 801-126137
0
406-259-4939
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLADIS INVESTMENT ADVISORY LLC
2 registered advisors
Nicholas Richard Cladis
BILLINGS, Montana
CRD# 47182
Tracy Weidler Hawbaker
BILLINGS, Montana
CRD# 4981864
05
Office Locations
BILLINGS, Montana
2 advisors
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Data sourced from SEC Form ADV filings. CLADIS INVESTMENT ADVISORY LLC (CRD# 153873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.