SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

SAPPHIRE FINANCIAL STRATEGIES, L.L.C. of MISSOULA, MT is an SEC-registered investment adviser (CRD 296926). Regulatory assets under management: $17.8M.

Registration

• CRD: 296926
• Type: Registered investment adviser
• Location: 2801 SOUTH RUSSELL ST. #7, MISSOULA, MT, 59801
• Phone: 406-728-4740
• Latest filing: 2026-02-03
• Regulatory AUM: $17.8M
• Discretionary AUM: $17.8M
• Clients: 1
• Accounts: 197

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296926 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search