Plan To Invest Capital Management, Inc.

Plan To Invest Capital Management, Inc. (CRD# 153726) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $31,527,431 in 279 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $113,002
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Plan To Invest Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mona W. Goodyear
CRD#: 2703431
8400 E. Crescent Parkway, Suite 320, Greenwood Village, CO 80111
90
Wealthminder
score

Mona Goodyear (CRD# 2703431) is an Investment Advisor Representative working at Plan To Invest Capital Management, Inc. in Greenwood Village, CO and has over 5 years of experience in the finance industry.

2
John C. Panter
CRD#: 2857712
8400 E. Crescent Parkway, Suite 320, Greenwood Village, CO 80111
73
Wealthminder
score

John Panter (CRD# 2857712) is an Investment Advisor Representative working at Plan To Invest Capital Management, Inc. in Greenwood Village, CO and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.