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Springbrook Financial
Springbrook Financial is an independent fee-only fiduciary advisory firm based in Bozeman, MT. The firm provides personalized financial planning and wealth...
Overview
Springbrook Financial is an independent fee-only fiduciary advisory firm based in Bozeman, MT. The firm provides personalized financial planning and wealth management and refuses all conflicts of interest and commissions to give unbiased advice in clients' best interests. Clients work directly with a CERTIFIED FINANCIAL PLANNER (CFP).
General information
Firm type
RIA
Location
City
Bozeman
Principals
Camy Toth
CFP, Founder
Camy Toth
CFP
Frequently asked questions
What investment strategy does Springbrook Financial follow?
The firm's investment strategy is not disclosed. There is no public record of asset-class focus, stage preference, or geographic exposure. It is unknown whether the firm makes fund commitments, direct investments, or co-investments.
How is Springbrook Financial related to any other entities?
No corporate relationships, parent entities, or affiliated vehicles are documented. The firm has no known connections to other family offices, foundations, or operating companies in public record.
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