CRD: 153726
Plan TO Invest Capital Management, Inc.
Denver, CO, 80206
3032210949
$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-2010
- Office Locations
- 1
Office Locations
100 Fillmore Street Suite 500 Denver CO
About Plan TO Invest Capital Management, Inc.
Plan TO Invest Capital Management, Inc. is a Denver-based RIA. The firm has been operating for 16 years. Managing $16.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
61 AVG AGE
$16.7M AVG AUM / ADVISOR
$217.3K AVG AUM / CLIENT
16 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
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Investment Themes
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Investment Vehicles
Eagle
Services
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Owner & Executives
JOHN CHARLES PANTER
Chief Compliance Officer, President
- CRD
- #2857712
- Ownership
- 75% or more
(717) 538-4876
vector.frontier@ridgecapital.com
in linkedin.com/in/horizon-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,732,101 | $125,000 |
| Non-Discretionary | $0 | $125,000 |
| Total | $16,732,101 | $125,000 |
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Separately Managed Accounts
Total SMA Asset: $16,732,101
Equity - Exchange:
33.4% Public Funds:
47.8% Cash:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $903,016,388 | 33.4% |
| Public Funds | $1,292,340,819 | 47.8% |
| Cash | $508,284,674 | 18.8% |
| Total | $2,703,641,881 | 100.0% |