Plan To Invest Capital Management, Inc.

Plan To Invest Capital Management, Inc. (CRD# 153726) is a financial advisory firm headquartered in Denver, CO. They manage $16,418,579 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 Fillmore Street, Suite 500, Denver, CO 80206
https://www.plantoinvest.co/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $110,192
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Plan To Invest Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Panter, financial advisor Denver CO
John C. Panter
CRD#: 2857712
100 Fillmore Street, Suite 500, Denver, CO 80206

John Panter (CRD# 2857712) is an Investment Advisor Representative working at Plan To Invest Capital Management, Inc. in Denver, CO and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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