ROCKY MOUNTAIN PLANNING GROUP, INC
ROCKY MOUNTAIN PLANNING GROUP, INC of AVON, CO is an SEC-registered investment adviser (CRD 114507). Regulatory assets under management: $52.8M.
Registration
- CRD: 114507
- SEC file number: 801-66380
- Type: Registered investment adviser
- Location: 48 E. BEAVER CREEK SUITE 308, AVON, CO, 81620
- Phone: 970-949-9281
- Latest filing: 2012-02-03
- Regulatory AUM: $52.8M
- Non-discretionary AUM: $52.8M
- Clients: 1
- Accounts: 202
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| WELLWERTS GRACE CATHERINE | PRESIDENT | — |
| HOCH BARBARA A | CHIEF COMPLIANCE OFFICER | — |
| WELLWERTS GRACE C | PRESIDENT | — |
| SOUTHARD GARRISON A | CHIEF COMPLIANCE OFFICER | — |
More on this firm