|
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 |