PLAN & ACT of SALIDA, CO is an SEC-registered investment adviser (CRD 148453). Regulatory assets under management: $64.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| SOUKUP LARRY JOHN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SCHUMANN ROBERT JAMES | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| RON DAVID ZVI | MANAGER; SHAREHOLDER | — |
| TAUB ELDAD | SHAREHOLDER | — |
| TAUB TZIPI | SHAREHOLDER | — |
| KOPELMAN AVI | SHAREHOLDER | — |
| BENISH MEN | SHAREHOLDER | — |