MONTANA INVESTMENT ADVISORS INC
MONTANA INVESTMENT ADVISORS INC of BOZEMAN, MT is an SEC-registered investment adviser (CRD 106377). Regulatory assets under management: $48.7M.
Registration
- CRD: 106377
- SEC file number: 801-39895
- Type: Registered investment adviser
- Location: 104 EAST MAIN ST, STE 414-416, BOZEMAN, MT, 59715-7090
- Phone: 406-586-7711
- Latest filing: 2026-03-30
- Regulatory AUM: $48.7M
- Discretionary AUM: $48.7M
- Clients: 1
- Accounts: 82
Business model
Compensation: % of AUM.
Clients served: High net worth, Corporations.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DAVIS NICHOLAS HOMANS | PRESIDENT; PRESIDENT,CCO; PRESIDENT,CHIEF COMPLIANCE OFFICER | — |
| DAVIS BRENDA J | CHAIRMAN | — |
More on this firm