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Home > Retirement Planners > texas > sugar land > ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
Town Center
2245 Texas Drive, Suite 300
Sugar Land, Texas 77479
Tel: 281-778-4900
About ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 11/03/2022. They have over 1 offices throughout the country.
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. is a Sugar Land, Texas based Financial Planning firm with nearly $91,740,044 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127140 |
| SEC# | 801-126829 |
| Assets Managed by Firm | $91,740,044 |
| No. of Clients | 10 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $91,740,044 |
| Pension and profit sharing plans | 1 | $8,679,007 |
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