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CAFR Data

Investment Management & Planning LLC ✚
CRD #	146041
SEC #	801-107553
CIK #
AUM	$132.7 MM (100% Disc, 100% US)
Employees	4 (100% Investors, 100% Brokers)
Phone	302-654-5449
Address	20 Montchanin Road Greenville, DE 19807
Source	IAPD Website

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Pentecost Capital Management Inc ✚	OK	0.1
Deane Retirement Strategies Inc ✚	LA	0.1
Lifestage Wealth Management LLC ✚	MN	0.1
Review Services Inc ✚	WI	0.1
Riverplace Capital Management Inc ✚	FL	0.1
Capital Investment Services Inc ✚	PA	0.1
Townsend Group Investments ✚	CA	0.1
TA Capital Management LLC ✚	NJ	0.1
Wilcox Investment Inc ✚	MA	0.1
Richard L Evans Investment Management LLC ✚	IL	0.1

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