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Cladis Investment Advisory LLC

● SEC registered since 2022CRD 153873SEC# 801-126137Billings, MT
Export (members)
Reg. AUM
$206.6M
Employees
2
Accounts
271
Location
Billings, MT

Cladis Investment Advisory LLC assets under management

Cladis Investment Advisory LLC is an investment advisory firm registered with the SEC based in Billings, MT. The firm has been registered since 2022. It reports $206.6 million in regulatory assets under management and employs 2 people.

Cladis Investment Advisory LLC owners & executives

3 reported
NameTitleOwnershipSince
Fortin Enterprises, IncMember25-50%2025
Nicholas Richard Cladis ControlManager & Chief Compliance Officer25-50%2010
Tracy Weidler Hawbaker ControlChief Operations Officer10-25%2022

Frequently asked questions

How much does Cladis Investment Advisory LLC manage?

Cladis Investment Advisory LLC reports $206.6 million in regulatory assets under management on its Form ADV.

How many employees does Cladis Investment Advisory LLC have?

Cladis Investment Advisory LLC reports 2 employees.

Where is Cladis Investment Advisory LLC located?

Cladis Investment Advisory LLC is based in Billings, MT and has been SEC-registered since 2022.

Does Cladis Investment Advisory LLC disclose fund performance?

Cladis Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 S. 32nd St. West, Suite 1, Billings, MT 59102
Phone406-259-4939
Fax406-281-8477
Office hours7:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206M
Non-discretionary$574K
Total (RAUM)$206.6M