1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROCKY MOUNTAIN ADVISERS, LLC

Map pinSALINA, KS
Phone785-823-3097
NotebookSEC #801-70202
Total AUM
$3.1B
Employees
9
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 E. CRAWFORD PLACE
SALINA
KS 67401
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
785-823-3097

ReceiptFinancials

Total AUM
$3.1B
Accounts
440
Discretionary
$3.1B
Accounts
439
Non-Discretionary
$1.1M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
142
AUM
$32.3M
HNW Individual Clients
96
AUM
$609.9M
Investment Company Clients
2
AUM
$2.4B
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M
Charitable Organization Clients
12
AUM
$124.3M
Corporation or Business Clients
5
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLGAIAILKSMNMOMTNENVORSCSDTNTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account