Investment adviser · CRD 153726

PLAN TO INVEST CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Mar 8, 2012

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
240
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 8, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Subscription

Principal office

8400 E. CRESCENT PARKWAY, SUITE 320
GREENWOOD VILLAGE, CO, 80111, United States

CRD 153726

Filing source

Form ADV 616456 · Mar 8, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.