PLAN TO INVEST CAPITAL MANAGEMENT, INC.
CRD #153726 SEC #801-71427 GREENWOOD VILLAGE, CO 303-221-0949
SEC Registered
Total AUM
$30M
Discretionary
$25M
Employees
1
Clients
0
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $30M | $25M | $5M | 1 | 240 |
| Feb 2012 | $30M | $25M | $5M | 1 | 240 |
| Jun 2011 | $27M | $21M | $6M | 5 | -- |
| Sep 2010 | $26M | $18M | $8M | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$30M
Discretionary$25M
Non-Disc.$5M
Employees1
Clients240
DateFeb 2012
Total AUM$30M
Discretionary$25M
Non-Disc.$5M
Employees1
Clients240
DateJun 2011
Total AUM$27M
Discretionary$21M
Non-Disc.$6M
Employees5
Clients--
DateSep 2010
Total AUM$26M
Discretionary$18M
Non-Disc.$8M
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--