Bitterroot Capital Advisors

Finance · Montana, United States · 1-10 Employees

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Overview

Headquarters

118 E Main St, Bozeman, Montana, 59715, ...

Phone Number

(406) 556-8200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Bitterroot Capital Advisors

Bitterroot Capital Advisors is an independent financial advisory firm that provides unconditional advice and the highest level of service to clients with substantial wealth. Their services include strategic planning, portfolio construction and management, family office support, transaction support and oversight, and exit planning. The firm is recognized as a Top 100 Financial Advisor by CNBC and prides itself on being completely independent, offering access to best-in-class investment strategies and managers globally. Bitterroot Capital works with a select group of individuals and their family offices, ensuring that their financial positions and preferences align with the firm's approach.Explore more
Bitterroot Capital Advisors's Social MediaPopular SearchesBitterroot Capital Advisors LLCBitterroot Capital AdvisorsBitterroot Capital LLCBitterroot CapitalBitterroot Capital inSIC Code 62,628NAICS Code 52,523Show more

Bitterroot Capital Advisors Org Chart

PhoneEmail
Carrie Chestnut, Chief Operating Officer at Bitterroot Capital Advisors
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bitterroot Capital Adviso...

<$5M
1-10
Private
<$5M
1999
Carrie Chestnut, Chief Operating Officer at Bitterroot Capital Advisors
Carrie ChestnutChief Operating Officer
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
$6.4M
11-50
Private
<$5M
2010
RM
Robert McCauleyChief Financial Officer
$5.2M
11-50
Private
-
2013
JR
Jackson RogersChief Compliance Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2009
RF
Rand FoltaPortfolio Manager
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bitterroot Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bitterroot Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bitterroot Capital Advisors.

Bitterroot Capital Advisors financials insights

Gather financial insights about Bitterroot Capital Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Bitterroot Capital Advisors's Financials Insights

Bitterroot Capital Advisors Tech Stack

A closer look at the technologies used by Bitterroot Capital Advisors

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Frequently Asked Questions Regarding Bitterroot Capital Advisors

What is Bitterroot Capital Advisors's official website?
Bitterroot Capital Advisors's official website is www.bitterrootcapital.com
What is Bitterroot Capital Advisors's Revenue?
Bitterroot Capital Advisors's revenue is <$5 Million
What is Bitterroot Capital Advisors's SIC code?
Bitterroot Capital Advisors's SIC: 62,628
What is Bitterroot Capital Advisors's NAICS code?
Bitterroot Capital Advisors's NAICS: 52,523
How many employees does Bitterroot Capital Advisors have?
Bitterroot Capital Advisors has 1-10 employees
What industry does Bitterroot Capital Advisors belong to?
Bitterroot Capital Advisors is in the industry of: Finance, Securities Trading
What is Bitterroot Capital Advisors competition?
Bitterroot Capital Advisors top competitors include: RPg Family Wealth Advisory, Shorepoint Capital Partners, Clearbridge Wealth Management, Isthmus Partners
What technology does Bitterroot Capital Advisors use?
Some of the popular technologies that Bitterroot Capital Advisors uses are: WordPress.org, PHP, Proofpoint, Google Font API
How do I contact Bitterroot Capital Advisors?
Bitterroot Capital Advisors contact info: Phone number: (406) 556-8200 Website: www.bitterrootcapital.com
What does Bitterroot Capital Advisors do?

Bitterroot Capital Advisors is an independent financial advisory firm that provides unconditional advice and the highest level of service to clients with substantial wealth. Their services include strategic planning, portfolio construction and management, family office support, transaction support and oversight, and exit planning. The firm is recog... nized as a Top 100 Financial Advisor by CNBC and prides itself on being completely independent, offering access to best-in-class investment strategies and managers globally. Bitterroot Capital works with a select group of individuals and their family offices, ensuring that their financial positions and preferences align with the firm's approach.Read More

What are Bitterroot Capital Advisors social media links?
Bitterroot Capital Advisors Linkedin page
Is Bitterroot Capital Advisors a public company?
Bitterroot Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Bitterroot Capital Advisors

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