Robert
Ellington-Montes

Pfs Investments Inc

CRD#5519248
Investment Advisor
in Missoula, MT

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About this Advisor

Robert Ellington-Montes is a financial advisor operating in Missoula, Montana, who has been in the advisory business for 15 years. Ellington-Montes works at Pfs Investments Inc. Ellington-Montes has gained experience at Pfs Investments Inc, Us Army, Ase Technology and Primerica Financial Services. Ellington-Montes holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Montana. Pfs Investments Inc is a registered investment company that has its headquarters in Missoula, Montana. The investment advisory business has offices in 1,834 locations and a total of 3,698 advisors. It manages $4 billion in total assets between its 34,469 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 16 charitable organizations. Of its 34,469 accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

2901 Broadway #210
Missoula, MT 59803

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$4,076,295,222

MT Average: $3,570,121,308
Total Number of Employees

3,698

MT Average: 58
Total Number of Accounts

34,469

MT Average: 1,608
Average Account Size

$118,260

MT Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Robert Ellington-Montes Work History

Robert has 15 years of experience.

2014 - Present (7 years)

Pfs Investments Inc

2005 - Present (16 years)

Primerica Financial Services

2012 - 2015 (3 years)

Us Army

2009 - 2012 (3 years)

Ase Technology

Disclosures

Robert Ellington-Montes has disclosures.

Please visit their SEC profile for more details.

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Danielle Obrien
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Crystal Epps
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This content was compiled from the SEC and FINRA.

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