Placitas Capital Management

Placitas Capital Management (CRD# 165683) is a financial advisory firm headquartered in , . They manage $2,593,504 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $185,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NY

Financial Advisors at Placitas Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Philip S. Clum
CRD#: 872623
Pagosa Springs, CO
93
Wealthminder
score

Philip Clum (CRD# 872623) is an Investment Advisor Representative working at Placitas Capital Management in Pagosa Springs, CO and has over 34 years of experience in the finance industry.

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