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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Rocky Mountain Humane Investing LLC
Rocky Mountain Humane Investing is a Colorado-based RIA serving clients nationwide with humane, vegan, socially responsible portfolio management. The firm builds cruelty-free portfolios that screen out factory farming, animal testing, and destructive environmental practices, using ETF-based allocations and risk-management models designed for bear markets. Clients work directly with founder-advisor Brad Pappas.
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Owner & Executives
BRADFORD JORDAN PAPPAS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1249537
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,505,451 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,505,451 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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