PLAN TO INVEST CAPITAL MANAGEMENT, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 153726). Regulatory assets under management: $16.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| HARTMANN MICHAEL KARL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| PANTER JOHN CHARLES | CHIEFEXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER | — |