Allegra Mohr is a registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 1 years of industry experience. Allegra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1101 E Main St, Suite 301, Bozeman, MT, 59715
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Regulatory History
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.
Learn about disclosures →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.
D.A. Davidson & CO.Broker
State Registrations37 states
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