$11.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2005
- Office Locations
- 1
Office Locations
-- Bozemand MT
About Yellowstone Investment Planners, Inc.
Yellowstone Investment Planners, Inc. is a Bozeman-based RIA. The firm has been operating for 21 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
21.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
V
VIRGINIA ANN ARNOLD
President, PRINCIPAL
- CRD
- #2908846
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,000,000 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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