Jordahl & Sliter Financial Solutions, LLC is a large advisory firm based in Kalispell. It manages $40 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Montana.
Jordahl & Sliter Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jordahl & Sliter Financial Solutions, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jordahl & Sliter Financial Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Jordahl & Sliter Financial Solutions, LLC performs its advisory services is located at 2 Sunset Plaza, Kalispell, MT 59901 1600 The mailing address of the firm is Po Box 8600, Kalispell, MT 59904 1600. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 406-752-1040 or by fax 406-752-2578. The normal business hours are 8am - 3pm on Monday - Friday. You can find more information about the New York firm at www.js-cpa.com.