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Building 2PLAN TO INVEST CAPITAL MANAGEMENT, INC.

Map pinGREENWOOD VILLAGE, CO
Phone303-221-0949
NotebookSEC #801-71427
Total AUM
$30M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8400 E. CRESCENT PARKWAY
SUITE 320
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
303-221-0949

ReceiptFinancials

Total AUM
$30M
Accounts
240
Discretionary
$25M
Accounts
200
Non-Discretionary
$5M
Accounts
40

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CO

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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