# ROCKY MOUNTAIN PLANNING GROUP, INC

ROCKY MOUNTAIN PLANNING GROUP, INC of AVON, CO is an SEC-registered investment adviser.

## Registration

- CRD: 114507
- Type: SEC-registered investment adviser
- SEC file number: 801-66380
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114507/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114507/similar
- Related entities: https://search.stillhousedata.com/firm/114507/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114507

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.