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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2013
- Office Locations
- 1
Office Locations
About Inukshuk Investments, LLC
Inukshuk Investments is an independent, fee-only RIA based in Missoula, Montana serving clients nationwide. The firm provides financial planning and discretionary custom portfolio management for individuals, foundations, endowments and institutions, tailoring security selection to objectives, time horizon and risk tolerance. It does not take commissions or sell products/insurance, operating under a fiduciary standard; portfolios commonly use ETFs and U.S. government/municipal bonds.
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Owner & Executives
GEOFFREY EDWARD GILBERT
Investment Advisor, Managing Member - Cco
- CRD
- #5182605
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,359,635 | -- |
| Non-Discretionary | $15,000 | -- |
| Total | $18,374,635 | -- |
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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 |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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