B
CRD: 117520
Bibler Financial Group
BIG SKY, MT
4067277851
$49.0M Total AUM
$49.0M Disc. AUM
-- 3Y CAGR
1 Employees
110 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-1997
- Office Locations
- 1
Office Locations
-- BIG SKY MT
About Bibler Financial Group
Bibler Financial Group is a BIG SKY-based RIA. The firm has been operating for 28 years. Managing $49.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$49.0M AVG AUM / ADVISOR
$445.5K AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Unison vertex
Investment Themes
Radial
Investment Vehicles
Ridge
Services
Delta pioneer Vital vertex Radial fusion
Owner & Executives
R
RONALD RODNEY BIBLER
PRINCIPAL
- CRD
- #2128068
- Ownership
- 75% or more
(508) 206-8456
ridge.harbor@catalystcapital.com
in linkedin.com/in/pathway-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,288,917,394 | 100.0% |
| Total | $1,288,917,394 | 100.0% |