David
Wild

Delano Investment Advisory, LLC

CRD#5180721
Investment Advisor
in Missoula, MT

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About this Advisor

David Wild is a financial advisor whose office is in Missoula, Montana. Currently a registered investment advisor at Delano Investment Advisory, LLC, Wild has 10 years of professional experience. Wild maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Wild can work with clients based out of Montana. The advisor has gained experience at Front Street Capital Management, Inc and Delano Investment Advisory, LLC. Delano Investment Advisory, LLC is based out of Missoula, Montana. In aggregate, Delano Investment Advisory, LLC manages $20 million in assets covering 100 client accounts and employs two staff members. The amount of assets the firm manages places it among the smaller investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 100 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Delano Investment Advisory, LLC can offer portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

218 E Front Street Suite 205
Missoula, MT 59802

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Delano Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$20,300,000

MT Average: $2,609,029,241
Total Number of Employees

2

MT Average: 66
Total Number of Accounts

100

MT Average: 6,076
Average Account Size

$203,000

MT Average: $429,399

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Wild Work History

David has 10 years of experience.

2014 - Present (7 years)

Delano Investment Advisory, LLC

2010 - Present (11 years)

Front Street Capital Management, Inc

Disclosures

David Wild has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Delano Investment Advisory, LLC

David Wild
Missoula, MT

This content was compiled from the SEC and FINRA.

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