High Country Stewardship

RIASEC 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 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

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

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Recent M&A activity

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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