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Plan To Invest Capital Management, Inc. (Greenwood Village)


Plan To Invest Capital Management, Inc. is an adviser based in Greenwood Village. It manages $30 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.

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Plan To Invest Capital Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Plan To Invest Capital Management: assets under management

The assets under management (AUM) of Plan To Invest Capital Management, Inc. is $30 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Plan To Invest Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Plan To Invest Capital Management, Inc. performs its advisory services is located at 8400 E. Crescent Parkway, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-221-0949 or by fax 303-721-1480. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.pticm.com.


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