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Switchbacks Capital Advisory
SWITCHBACKS CAPITAL ADVISORY, LLC is an SEC-registered investment adviser in MISSOULA, MT. It has 2 employees and 1 investment adviser. The firm is based in...
Switchbacks Capital Advisory
SWITCHBACKS CAPITAL ADVISORY, LLC is an SEC-registered investment adviser in MISSOULA, MT. It has 2 employees and 1 investment adviser. The firm is based in MISSOULA, MT.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Missoula
Corporate office
Unknown, United States
Frequently asked questions
Is Switchbacks Capital Advisory registered with the SEC?
Yes, Switchbacks Capital Advisory registered as an investment adviser with the Securities and Exchange Commission in 2024 (per SEC, 2024). This registration suggests the firm handles client assets under management above the threshold requiring federal oversight.
What investment services does Switchbacks Capital Advisory offer?
As a registered investment adviser, Switchbacks Capital Advisory likely provides portfolio management, financial planning, or advisory services to individuals, institutions, or family offices. No specific service offerings are detailed in public filings, but the SEC registration indicates a fiduciary duty to clients.
How large is Switchbacks Capital Advisory's team?
The professional headcount at Switchbacks Capital Advisory is not disclosed in public records or SEC filings. The firm may operate with a small team or as a single-person entity, but no named employees or principals are publicly listed.
Does Switchbacks Capital Advisory manage money for family offices?
No specific client base is disclosed for Switchbacks Capital Advisory. While registered investment advisers often work with family offices, high-net-worth individuals, or institutions, the firm's client composition is not available from public sources.
What is the ownership structure of Switchbacks Capital Advisory?
The ownership of Switchbacks Capital Advisory is not publicly recorded. As an LLC, its ownership may be held by individuals or entities not disclosed in state filings or SEC registration documents.
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