Cocreate Financial
Cocreate Financial (CRD# 299648) is a financial advisory firm headquartered in Bozeman, MT. They manage $22,730,786 in 233 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$97,557
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, TX
Financial Advisors at Cocreate Financial
1
Christa Hudak (CRD# 6610450) is an Investment Advisor Representative working at Cocreate Financial in Bozeman, MT and has over 7 years of experience in the finance industry.
2
Matthew Hudak (CRD# 6206300) is an Investment Advisor Representative working at Cocreate Financial in Bozeman, MT and has over 10 years of experience in the finance industry.
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