Advisor at Montana Investment Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Montana Investment Advisors Inc
Location
Bozeman, MT 59715
Credentials
Series 63, Series 65
Industry experience
23 years
Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.
Based on Montana Investment Advisors Inc
$0 - $1,000,000: 1.0% annually $1,000,000+: 0.5% annually on assets above $1,000,000
Account minimum: $250,000 Fee-only: 1.0% annually on first $1 million; 0.5% on assets above $1 million, paid quarterly in arrears.
401 East Main Street #416
Bozeman, MT 59715
Colorado · Montana
Montana Investment Advisors
1992 - Present (34 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Arkell Asset Management, LLC
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Yellowstone Investment Planners, Inc.
Series 66
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JCG Advisory Group, LLC
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