ROCKY MOUNTAIN PLANNING GROUP, INC
CRD #114507 SEC #801-66380 AVON, CO 970-949-9281
SEC Registered
Total AUM
$52.8M
Discretionary
$0
Employees
1
Clients
51
Accounts
202
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $52.8M | $0 | $52.8M | 1 | 26 |
| Jul 2011 | $54.5M | $0 | $54.5M | 5 | -- |
| Mar 2011 | $54.5M | $0 | $54.5M | 5 | -- |
| Mar 2009 | $40M | $0 | $40M | 5 | -- |
| Nov 2007 | $56M | $0 | $56M | 5 | -- |
| Mar 2007 | $56M | $0 | $56M | 5 | -- |
| Mar 2006 | $34M | $0 | $34M | 5 | -- |
| Feb 2006 | $34M | $0 | $34M | 5 | -- |
| Feb 2006 | $34M | $0 | $34M | 5 | -- |
DateFeb 2012
Total AUM$52.8M
Discretionary$0
Non-Disc.$52.8M
Employees1
Clients26
DateJul 2011
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees5
Clients--
DateMar 2011
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees5
Clients--
DateMar 2009
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateNov 2007
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--
DateMar 2007
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--
DateMar 2006
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateFeb 2006
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateFeb 2006
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--