Owen Legacy Group a member of D.A. Davidson &
Financial Services • 
Bozeman, Montana, United States • 1-10 Employees
Company overview
| Headquarters | 1101 E Main St Suite 301, Bozeman, MT 59715, US |
| Phone number | +14065879634 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1983 |
| Employees | 1-10 |
| Socials |
Key Contact at Owen Legacy Group a member of D.A. Davidson &
Anne Ashton Cfp Cws
Senior Vice President, Financial Advisor, Portfolio Manager
About Owen Legacy Group a member of D.A. Davidson &
The Owen Legacy Group is a planning focused wealth management team based in Bozeman, Montana. We are a family business and treat each other and clients with a level of honesty, respect, and integrity that you expect from family but should also receive from your most trusted advisor. We help develop and craft a unique purpose and path for the wealth you have accumulated so that it can be employed to accomplish your goals, benefit your family, community, or the world. Every day we strive to foster an atmosphere where each member of the Owen Legacy Group works to bring the utmost value and peace of mind to those we work with and continue to be dedicated and thoughtful members of our community.
Owen Legacy Group a member of D.A. Davidson & revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Owen Legacy Group a member of D.A. Davidson & has never raised funding before.
Owen Legacy Group a member of D.A. Davidson & Tech Stack
Discover the technologies and tools that power Owen Legacy Group a member of D.A. Davidson &'s digital infrastructure, from frameworks to analytics platforms.
CDN
Security
United Kingdom
Frequently asked questions
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40,000 users
