CRD: 125215
Group W Investment Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
About Group W Investment Management LLC
Group W Investment Management is a fee-only, independent RIA in Bozeman, MT providing active portfolio management and financial consulting for individuals, families, business owners, and small-to-midsize nonprofits/endowments/foundations. Public filings indicate portfolios are primarily ETF-based with complementary fixed income and cash allocations, custodied through Fidelity/NFS. Led by principal Frederick J. Maxted III.
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Owner & Executives
FREDERICK JOHN MAXTED III
INVESTMENT ADVISOR REPRESENTATIVE, Principal
- CRD
- #4631822
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,876,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,876,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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