CFD Investment Advisory LLC
Firm details
- Headquarters
- Billings, Montana
- CRD number
- 342117
- Website
- cfdadvisory.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
CFD Investment Advisory LLC is a Montana-based limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients on a percentage-of-assets-under-management basis. In industry-source records the adviser is labeled as "unclassified" and is not identified as a capital allocator or a multi-state adviser. CFD focuses client work at the individual and small-business level rather than institutional mandates. The firm does not identify itself as an ESG investor in the available dataset and is not listed as newly formed.
Investments & Alternatives
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
Owners & executives
1 of 1
Seth Dyk
Chief Compliance OfficerCRD 8206122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Billings, MT
Yellowstone
Location
Billings, MT
Headquartered in Billings, MT, in the West of the United States.
- Region
- West
- County
- Yellowstone
- Address
- 505 Avenue D
- Time zone
- MT (UTC-7)
- Office locations
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