CRD: 301701
Bill Messner Contrarian Investment Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2019
- Office Locations
- 1
Office Locations
About Bill Messner Contrarian Investment Advisory, LLC
Bill Messner Contrarian Investment Advisory, LLC is a fee-only fiduciary RIA providing discretionary portfolio management, 401(k)/pension second opinions (including ERISA-focused review), and ongoing wealth planning in coordination with clients’ CPAs/attorneys/trustees. Serving individuals, businesses, trusts, foundations and institutions, the firm applies an Austrian-economics “contrarian” approach to currency and rate risk, and may hold elevated cash, go market neutral, or use index shorts. Custody via Charles Schwab.
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Owner & Executives
WILLIAM JAMES MESSNER
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- CRD
- #2597597
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,316,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,316,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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