ROCKY MOUNTAIN ADVISERS, LLC
Total AUM
$3.1B
Employees
9Clients
258Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2121 E. CRAWFORD PLACE
SALINA
KS 67401
United States
SALINA
KS 67401
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
785-823-3097
Financials
Total AUM
$3.1B
Accounts
440Discretionary
$3.1B
Accounts
439Non-Discretionary
$1.1M
Accounts
1
Clients
Individual Clients
142AUM
$32.3M
HNW Individual Clients
96AUM
$609.9M
Investment Company Clients
2AUM
$2.4B
Pension/Profit Sharing Plan Clients
1AUM
$2.5M
Charitable Organization Clients
12AUM
$124.3M
Corporation or Business Clients
5AUM
$3.3M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLGAIAILKSMNMOMTNENVORSCSDTNTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.