R
CRD: 311584
Rocky Mountain Financial Solutions Inc.
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-25-2020
- Office Locations
- 1
Office Locations
-- Erie CO
About Rocky Mountain Financial Solutions Inc.
Rocky Mountain Financial Solutions is an independent fiduciary advisor serving Colorado individuals and families, focused on goal-based financial planning, retirement planning, and generational wealth/estate strategy. The firm builds client-specific investment plans and commonly implements ETF-based portfolios (Schwab-custodied). Prospects can start with a no-obligation retirement review and comprehensive portfolio audit.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$312.8K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES MICHAEL KIRK
Owner, President
- CRD
- #4997027
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,200,580 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,200,580 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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