High Country Stewardship

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Bozeman, Montana
CRD number
344104
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

High Country Stewardship is organized as a limited liability company with individual ownership. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its retail fee model combines a percentage-of-assets-under-management component with hourly billing. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a related adviser or a capital allocator in the available data. Industry affiliations listed include another investment adviser relationship and an accountant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Timothy Wheeler

    Timothy Wheeler

    Investment Adviser RepresentativeCRD 7764765

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bozeman, MT

Gallatin

Location

Bozeman, MT

Headquartered in Bozeman, MT, in the West of the United States.

Region
West
County
Gallatin
Address
2006 Stadium Dr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth