ROCKY MOUNTAIN PLANNING GROUP, INC

AVON, Colorado·2 registered advisors·CRD# 114507
SEC# 801-66380970-949-9281
01

Firm Overview

AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ROCKY MOUNTAIN PLANNING GROUP, INC

2 registered advisors
Barbara A Hoch
AVON, Colorado
Grace Catherine Wellwerts
AVON, Colorado
05

Office Locations

AVON, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. ROCKY MOUNTAIN PLANNING GROUP, INC (CRD# 114507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.