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 LLC is an individually owned limited liability company that operates as a small advisory practice. The firm focuses on financial planning, portfolio management for individuals and small businesses, and offering pension consulting services. Its billing mix includes both a percentage-of-assets fee and hourly charges. The firm is not designated as a capital allocator, is not marked as an active ESG investor, and does not report multi-state advisory status. It is listed as "unclassified" in the available profile and does not appear to have a related adviser. An accounting professional is noted among its industry affiliations.
Location & Offices
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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