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PLAN TO INVEST CAPITAL MANAGEMENT, INC.

CRD 153726 · SEC 801-71427

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100 FILLMORE STREET, SUITE 500, DENVER, CO, 80206, United States

Phone

303-221-0949

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$16.7M

Discretionary AUM

$16.7M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals77$16.7M

All web addresses on file

Official SEC filing: View on IAPD