Group W Investment Management LLC

Group W Investment Management LLC (CRD# 125215) is a financial advisory firm headquartered in Bozeman, MT. They manage $18,869,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15 S. Tracy Ave., #4, Bozeman, MT 59715
http://www.groupwinvestment.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $857,682
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Group W Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frederick Maxted, financial advisor Bozeman MT
Frederick J. Maxted
CRD#: 4631822
15 South Tracy Ave, #4, Bozeman, MT 59715

Frederick Maxted (CRD# 4631822) is an Investment Advisor Representative working at Group W Investment Management LLC in Bozeman, MT and has over 25 years of experience in portfolio management.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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