Unclaimed Profile

Ronald Charles Proctor

PRUDENT MAN INVESTMENT MANAGEMENT INC·LOUSIVILLE, Colorado

Clean record27 years registeredPRUDENT 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 · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRUDENT MAN INVESTMENT MANAGEMENT INC

PRUDENT MAN INVESTMENT MANAGEMENT

Jan 1999 – Apr 2024

DENVER, CO

Registrations & Exams

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDENT MAN INVESTMENT MANAGEMENT INC

CRD 104574 · SEC 801-33304

AUM

$285M

Regulatory assets under management

Employees

597 client accounts

Services offered by PRUDENT MAN INVESTMENT MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRUDENT MAN INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Ronald Charles Proctor offer?

Ronald Charles Proctor specializes in Investment Management, Fee-Only Advisory.

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, last registered with PRUDENT MAN INVESTMENT MANAGEMENT INC.

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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Other Advisors at PRUDENT MAN INVESTMENT MANAGEMENT INC

Christopher Patrick Reading

LOUSIVILLE, CO

Keith Jeffrey Diamond

LOUSIVILLE, CO

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Colorado

DENVER (528)GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)FORT COLLINS (32)MONUMENT (25)LAKEWOOD (21)

City Guides

DENVER Guide GREENWOOD VILLAGE Guide BOULDER Guide COLORADO SPRINGS Guide ENGLEWOOD Guide

Research

Advisor Fees in Colorado National Fee Analysis

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