Noah Intara, financial advisor Bozeman MT

Noah Intara

CRD Number: 5399192
Current Firm: S.b. Value Partners, LP

Noah Intara (CRD# 5399192) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bozeman, MT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Sb Value LP Business Development Officer, TX Oct 2022 - Current 1
Sb Value Partners Bozeman, MT Sep 2022 - Current 1
Config 27 LLC Petaluma, CA Jun 2018 - Jul 2022 4
Zoku Inc. Sausalito, CA Sep 2014 - Mar 2018 3
Lpl Financial Petaluma, CA Sep 2012 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Noah C. Intara
Phone Number: 844-728-2583
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    3,548
    MILLIONS
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $30,328,098
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, IN, MT, OR, TX

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