Bart
Jagodzinski

Royal Alliance Associates, Inc

CRD#3123776
Investment Advisor
in Billings, MT

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About this Advisor

Bart Jagodzinski is a financial advisor operating out of Billings, Montana with 1 year of industry experience. Jagodzinski is an advisor for Royal Alliance Associates, Inc. Over the course of their career, Jagodzinski has held roles at First Financial Equity Corporation, Bart Jagodzinski Insurance and Royal Alliance Associates, Inc. Jagodzinski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Montana. Royal Alliance Associates, Inc is a financial advisory firm headquartered in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 people on staff. It administers $30 billion in total assets across its 149,233 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 191 charities and foundations. Of its 149,233 accounts, just 11% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Royal Alliance Associates, Inc performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which service is provided. However, fees billed by Royal Alliance Associates, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

490 North 31 St Street Suite 217
Billings, MT 59101

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

MT Average: $10,121,009,343
Total Number of Employees

3,704

MT Average: 92
Total Number of Accounts

149,233

MT Average: 6,978
Average Account Size

$197,920

MT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bart Jagodzinski Work History

Bart has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bart Jagodzinski Insurance

2022 - Present (2 years)

Royal Alliance Associates, Inc

2011 - 2022 (11 years)

First Financial Equity Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bart Jagodzinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Trisha Qualy
St Louis Park, MN
Joel Morales
Wesley Chapel, FL
Stephen Carter
Grandville, MI
David Whitfield
Mishawaka, IN
Grant Hartwell
Torrance, CA
Nicholas Adams
Southfield, MI
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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