MONTANA LANDVEST, INC.

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

Firm details

Headquarters
BOZEMAN, Montana
CRD number
222511
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Montana Landvest, Inc. operates as a real estate-focused organization that also functions as a capital allocator and selector of outside advisers. The firm is organized under an “other” entity type with individual ownership and is classified as unclassified in the source data. Its primary business activity is real estate brokerage, and its advisory activity is listed as selection of other advisers rather than running a traditional discretionary investment advisory platform. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JACK SAUTHER

    Investment Advisor RepresentativeCRD 5107401

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
403 W Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth