GROUP W INVESTMENT MANAGEMENT LLC

GROUP W INVESTMENT MANAGEMENT LLC of BOZEMAN, MT is an SEC-registered investment adviser (CRD 125215). Regulatory assets under management: $20.9M.

Registration

• CRD: 125215
• Type: Registered investment adviser
• Location: 15 S. TRACY AVE., BOZEMAN, MT, 59715
• Phone: 406-994-9321
• Latest filing: 2026-02-24
• Regulatory AUM: $20.9M
• Discretionary AUM: $20.9M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125215 on SEC IAPD (source of record)
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