Coco Enterprises, LLC is a well-established investment advisory firm located in Whitefish, Montana. With its single office, the company serves a diverse clientele, offering comprehensive investment advisory services. Comprised of a dedicated team of three professionals, Coco Enterprises, LLC boasts expertise and experience in managing assets totaling an average of $51,860,000 per investment advisor, in line with industry standards. With a flexible compensation structure, the firm's advisors receive a percentage of assets under management and may also charge hourly fees. Demonstrating their strong presence in the retirement planning sector, approximately half of the assets they manage are sourced from employer 401Ks and individual accounts. This track record showcases their proficiency in navigating this complex landscape. Notably, Coco Enterprises, LLC exclusively manages discretionary assets, allowing them to make investment decisions autonomously on behalf of their clients. The firm has built a loyal base of over 440 individual clients, entrusting them with more than $155,577,000 in assets under management. The team at Coco Enterprises, LLC takes pride in their long-standing advisors, including Andrew Coco, Joseph Coco, and Thomas Schuch, who have played instrumental roles in the firm's success. Their collective experience, combined with the firm's commitment to personalized service, positions Coco Enterprises, LLC as a trusted partner for individuals seeking expert investment advisory solutions in the Whitefish, MT area and beyond.

Stack Financial Management Inc, based out of Whitefish, MT, is a highly reputable investment advisory firm with a solid track record of success. With over 230 individual clients, they oversee an impressive $1,701,275,000 in assets under management. While 401K and individual accounts constitute less than 30% of their managed assets, Stack Financial Management Inc possesses the expertise and capacity to effectively handle employer funds. Notably, all the assets they manage are discretionary, instilling trust and confidence in their clients. Catering predominantly to high net worth individuals, Stack Financial Management Inc has garnered a loyal client base seeking comprehensive and tailored financial solutions. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. The firm prides itself on its team of experts, boasting a total of 17 dedicated employees, with 7 specifically engaged in providing investment advisory services. This commitment to client service is evident in their remarkable average of approximately $243,040,000 in assets under management per investment advisor, surpassing the industry average and reflecting their ability to provide personalized attention. Aimee Weller, Lisa Stack, and James Stack are among the firm's most seasoned and respected advisors, highlighting the depth of knowledge and experience within Stack Financial Management Inc. With their unwavering commitment to financial excellence, this local investment advisory firm remains a trusted partner for individuals seeking effective wealth management strategies.