|
⚲
|
| Big Sky Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 321272 |
| SEC # | 801-130247 |
| CIK # | |
| AUM | $107.8 MM (2024-08-08) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 406-315-2627 |
| Address | 812 14th Street N Great Falls, MT 59401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 49.1 |
| (b) Individuals (high net worth individuals) | 19 | 55.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 443 | 107.8 |
| By Discretionary | ||
| Discretionary | 443 | 107.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 443 | 107.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.8 | |
| Total | 443 | 107.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Semitam Bonam LLC
✚
|
NY | 0.1 |
|
Lynnleigh & Company LLC
✚
|
NY | 0.1 |
|
Hinsdale Associates Inc
✚
|
IL | 0.1 |
|
Personal Money Planning LLC
✚
|
TX | 0.1 |
|
Frisco Financial Planning LLC
✚
|
TX | 0.1 |
|
Arthur Stein Financial LLC
✚
|
MD | 0.1 |
|
White Oak Financial Management Inc
✚
|
NC | 0.1 |
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
NorthStar Financial Management Inc
✚
|
ID | 0.1 |
|
Skyview Financial Group LLC
✚
|
FL | 0.1 |