Top financial advisors in Bozeman, MT
We’ve curated a list of the best financial advisors in Bozeman, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$70,699,573
Number of advisors
5 advisors
| $70,699,573 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bozeman, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bozeman. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Holmes & Turner Financial Services, Inc.
Holmes & Turner Financial Services Inc. is a registered investment advisor based in Montana, established in May 2003. The firm specializes in providing investment management services to individuals, high net worth individuals, trusts, and estates. They do not directly manage client accounts but recommend third-party registered investment advisors for discretionary investment management services. Holmes & Turner Financial Services Inc. receives compensation from the recommended money managers for referrals. The firm does not charge performance-based fees and primarily serves individuals, high net worth individuals, trusts, and estates. They do not have investment discretion over client accounts and do not accept or maintain custody of client assets. The President, David Turner, has a background in finance and has been in the industry since the 1990s. The firm emphasizes transparency and encourages clients to perform due diligence. They have a privacy policy in place to protect clients' personal information and do not sell such information to third parties. Clients can limit the sharing of their personal information for marketing purposes. For further details, clients can contact the firm at (303) 292-1121.
$70,699,573 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bozeman, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bozeman. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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