PLAN TO INVEST CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, Colorado·1 registered advisor·CRD# 153726
SEC# 801-71427303-221-0949
01

Firm Overview

AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Fixed fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLAN TO INVEST CAPITAL MANAGEMENT, INC.

1 registered advisor
John Charles Panter
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. PLAN TO INVEST CAPITAL MANAGEMENT, INC. (CRD# 153726) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.