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Allegra Caroline Mohr

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1101 E Main St, Suite 301, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allegra is the sole proprietor and cleaner for Montana Building Maintenance, Inc., a commercial cleaning business, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
D.A. Davidson & CO.
October 2024 - Present · 1 yr 4 mos
D.A. Davidson & CO.Broker
June 2024 - Present · 1 yr 8 mos
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.