High Country Stewardship
Firm details
- Headquarters
- Bozeman, Montana
- CRD number
- 344104
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Timothy Wheeler
Investment Adviser RepresentativeCRD 7764765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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