2121 E. Crawford Place
Salina, Kansas 67401
Tel: 785-823-3097
ROCKY MOUNTAIN ADVISERS, LLC, formally registered with the SEC as ROCKY MOUNTAIN ADVISERS, LLC. The firm was established in 06/03/2009. They have over 1 offices throughout the country.
ROCKY MOUNTAIN ADVISERS, LLC is a Salina, Kansas based Financial Planning firm with nearly $2,574,184,941 assets under management, offering retirement planning & investment advisory services to 413 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 148479 |
SEC# | 801-70202 |
Assets Managed by Firm | $2,574,184,941 |
No. of Clients | 413 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 413 | $2,574,184,941 |
Individuals (other than high net worth individuals) | 140 | $32,627,319 |
High net worth individuals | 67 | $455,972,893 |
Pension and profit sharing plans | Fewer than 5 clients | $1,241,581 |
Charitable organizations | 8 | $100,736,479 |
Corporations or other businesses | 6 | $10,123,072 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
Explore More Retirement Advisors in Salina, Kansas