Group W Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,876,000
Total clients
22
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$948,909
About
Group W Investment Management LLC provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm reports approximately $18.6 million in assets under management and generally requires a $250,000 minimum account size, with waivers available at the firm’s discretion.
The firm’s investment approach emphasizes long-term goals and tax efficiency and uses a three‑class framework of equities, fixed income, and cash. Equity selection is driven by fundamental, value-oriented analysis (metrics such as P/E, debt/equity, profit margin, return on assets, and dividend yield), and the brochure notes portfolios may be relatively concentrated; fixed-income allocations include U.S. Treasuries, corporate and municipal bonds, CDs, and ETFs.
Distinctive features include serving corporate or business clients in addition to individual and nonprofit clients, a client type reported by a minority of similar independent advisers. The firm’s principal holds the CFA designation, the firm was founded in 2003, the principal reports significant income from a personal investment portfolio, and the firm does not take custody of client assets while retaining proxy-voting authority with records available on request.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $250,000: 0.80% annually $250,001 - $1,500,000: 0.40% annually $1,500,001+: 0.20% annually
Account minimum: $250,000
Main office location
Group W Investment Management LLC
15 S. Tracy Ave., #4
Bozeman MT 59715, United States
Number of offices
1
Most active in
Group W Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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