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Hargis Investment Consulting Group,Inc. (Bozeman)


Hargis Investment Consulting Group,Inc. is a large advisory firm based in Bozeman. It manages $31.32 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arkansas, California, Georgia, and 6 other states.

Hargis Investment Consulting Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hargis Investment Consulting Group: assets under management

The assets under management (AUM) of Hargis Investment Consulting Group,Inc. is $31.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.28 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hargis Investment Consulting Group,Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bozeman

The principal office where Hargis Investment Consulting Group,Inc. performs its advisory services is located at 2023 Stadium Dr. Suite 1 D, Bozeman, MT 59715, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 406-587-7707 or by fax 406-587-7731. The normal business hours are 7:30 a.m. to 3:00 p.m. on Monday - Friday.


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