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Ronald Charles Proctor

PRUDENT MAN INVESTMENT MANAGEMENT INC·LOUSIVILLE, Colorado
Clean recordPRUDENT MAN INVESTMENT MANAGEMENT INC
927 MAIN STREET, LOUSIVILLE, CO 80027CRD# 720791Firm CRD# 104574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Charles Proctor · LOUSIVILLE, CO
Registration
CRD #720791 · PRUDENT MAN INVESTMENT MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronald Charles Proctor is a registered financial advisor based in LOUSIVILLE, Colorado, affiliated with PRUDENT MAN INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PRUDENT MAN INVESTMENT MANAGEMENT INC
PRUDENT MAN INVESTMENT MANAGEMENT
AUM
$285M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 720791
Firm CRD# 104574
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Charles Proctor offer?
Ronald Charles Proctor specializes in Investment Management, Fee-Only Advisory. Contact their office in LOUSIVILLE, Colorado for a consultation.
What are Ronald Charles Proctor's credentials?
Ronald Charles Proctor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Charles Proctor located?
Ronald Charles Proctor is based in LOUSIVILLE, Colorado, working with PRUDENT MAN INVESTMENT MANAGEMENT INC. Their office serves clients in the LOUSIVILLE metropolitan area and surrounding communities.
How does Ronald Charles Proctor charge for services?
Ronald Charles Proctor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRUDENT MAN INVESTMENT MANAGEMENT INC?
PRUDENT MAN INVESTMENT MANAGEMENT INC has approximately 4 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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