A complete list of active advisors currently associated with 406 Pm
Warmer can help you find a great advisor at 406 Pm or one who fits your needs even better.
406 PM provides discretionary portfolio management to individuals, families, personal trusts, and retirement accounts, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon. The firm offers investment management only and does not provide financial planning, tax, accounting, or legal services; it is state-registered and owner-controlled and currently reports no regulatory assets under management. The firm’s investment process combines fundamental, quantitative, and technical analysis with macroeconomic considerations to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed income, and cash equivalents, and it will accept reasonable client-imposed investment restrictions in writing. 406 PM executes client trades through a single recommended custodian platform that supports fractional-share trading and automated rebalancing, manages accounts on a discretionary basis, and leaves proxy voting and shareholder communications to clients. Distinctive features include an owner who is a CFA charterholder with prior institutional and branch-level experience and a practice origin as a consulting resource for other advisers before operating as a state-registered RIA. As a small, owner-operated firm with no current clients reported, 406 PM discloses heightened small-firm operational risk and also reports an unrelated outside business interest in owning and operating laundromats, which it says is managed separately and will be disclosed if it creates any material conflict.
To learn more about the advisors currently working at 406 Pm, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Billings, MT
| 16
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")