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Home > Retirement Planners > kansas > salina > ROCKY MOUNTAIN ADVISERS, LLC
ROCKY MOUNTAIN ADVISERS, LLC
2121 E. Crawford Place
Salina, Kansas 67401
Tel: 785-823-3097
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 Status | Approved |
|---|---|
| Firm CRD# | 148479 |
| SEC# | 801-70202 |
| Assets Managed by Firm | $2,574,184,941 |
| No. of Clients | 413 |
| No. of Advisors | 10 |
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 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 |
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