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ROCKY MOUNTAIN ADVISERS, LLC

2121 E. Crawford Place
Salina, Kansas 67401
Tel: 785-823-3097

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About ROCKY MOUNTAIN ADVISERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#148479
SEC#801-70202
Assets Managed by Firm$2,574,184,941
No. of Clients413
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total413$2,574,184,941
Individuals (other than high net worth individuals)140$32,627,319
High net worth individuals67$455,972,893
Pension and profit sharing plansFewer than 5 clients$1,241,581
Charitable organizations8$100,736,479
Corporations or other businesses6$10,123,072

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