Managers in Bozeman, MT

United States · 10 asset managers within 25 km (9 in Bozeman itself) · 14 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Belgrade, MT 1 · Three Forks, MT 1 · Big Sky, MT 1

Asset managers in and around Bozeman

#	Manager	People here	Assets
1	Destra Capital Advisors LLC mutual funds · Bozeman $463.8m	about 12main office	$463.8m
2	DFC PREFERRED ADVISORS LLC mutual funds · Bozeman $228.7m	about 2main office	$228.7m
3	Stockman Wealth Management, Inc. institutions · Bozeman $5.2bn	1	$5.2bn
4	DecisionPoint Financial, LLC institutions · Bozeman $1.2bn	1	$1.2bn
5	WELLS FARGO & COMPANY/MN wealth · Bozeman WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn	office	$671.4bn
6	XY Planning Network, Inc. Bozeman $797.1m	based here	$797.1m
7	BITTERROOT CAPITAL ADVISORS LLC Bozeman $166.0m	based here	$166.0m
8	KLIPSPRINGER CAPITAL MANAGEMENT hedge funds · Bozeman	office
9	MILLENNIUM TVP MANAGEMENT CO., LLC private equity, venture · Belgrade	office
10	NEXT FRONTIER CAPITAL MC, LLC venture · Bozeman	office

10 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.