ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
other names
- ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
- ROCKY MOUNTAIN PRIVATE MANAGEMENT, L.L.C.
Adviser Profile
| Registration status | Registration Changed to ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. |
| As of Date | 06/26/2019 |
| ADV Location | SUGAR LAND, TX, United States |
| Adviser Type | |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| AUM* | 51,035,109 |
| of that, discretionary | 51,035,109 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,244,759 |
| SMA’s | Yes |
| Private Funds | 0 |
Client Types
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
248M
213M
177M
142M
106M
71M
35M
2015
2016
2017
2018
2019