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Andrew Stewart Martzloff

Bitterroot Capital Advisors LLC

Bozeman, MT

CRD 4381100

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Employer firm

Bitterroot Capital Advisors LLC CRD 109088

$1.78B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CASH FLOW ANALYSIS AND ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
Bitterroot Capital Advisors Llc

118 East Main Street, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2004-08-11
  • TX RA
    APPROVED_RES
    Since 2004-08-11

Branch Locations

118 East Main Street, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bitterroot Capital Advisors, Llc Bozeman MT 01/1999 Present
Other Names
  • Andrew S Martzloff

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.

Nearby Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT

More in Bozeman, MT

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