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ROCKY MOUNTAIN HUMANE INVESTING CORP.
As a financial advisor, ROCKY MOUNTAIN HUMANE INVESTING CORP. has established a strong reputation for providing expert financial guidance and investment management services. With a team of highly qualified advisors, they are able to assist clients in achieving their financial goals and make well-informed decisions about their money.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance
- Assists clients in achieving their financial goals
- Offers investment management services
- Makes well-informed decisions about money
Facts and Insights
ROCKY MOUNTAIN HUMANE INVESTING CORP. has been in business for over 10 years and has managed a total of $100 million in assets for their clients. They have a team of 5 experienced advisors who have a deep understanding of the financial industry, market trends, and investment strategies. This allows them to provide clients with valuable insights and expert advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
Client Types
- Individuals
- Families
- Small business owners
- Trusts
- Corporations
Fees & Compensation
ROCKY MOUNTAIN HUMANE INVESTING CORP. follows a fee-based compensation structure, which means they charge a percentage of the assets under management as their fee. This ensures that the interests of the clients and the advisor are aligned, as the advisor’s compensation is directly linked to the performance of the client’s investments.
Background
Founded in 2008, ROCKY MOUNTAIN HUMANE INVESTING CORP. has been providing expert financial advice and investment management services for over 10 years. The firm is guided by a strong ethical approach, with a focus on socially responsible and sustainable investing. They strive to help clients achieve their financial goals while making a positive impact on society and the environment.
Financial Advisor Disclosures to Know
- ROCKY MOUNTAIN HUMANE INVESTING CORP. is registered with the Securities and Exchange Commission (SEC).
- The firm has no disciplinary actions or legal disputes on their record.
- They adhere to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients.