RIA Intel›Advisers›Montana›SPRINGBROOK FINANCIAL, LLC

SPRINGBROOK FINANCIAL, LLC

Advisory

MT

Data as of Mar 15, 2026 · Source: SEC Form ADV

Average account
$146K
across 185 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM
$27M
Discretionary %
0%
Clients
47
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$0
Non-Discretionary AUM$27M
Discretionary %0%
Total Clients47
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

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ALDEN INTERNATIONAL CORPORATION
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-16.1% 1Y
EVERGREEN FINANCIAL GROUP, LLC
$30M
CLEARSTONE WEALTH MANAGEMENT, LLC
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$30M

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