Investment Management & Planning LLC
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CRD # | 146041 |
SEC # | 801-107553 |
CIK # | |
AUM | $132.7 MM (100% Disc, 100% US) |
Employees | 4 (100% Investors, 100% Brokers) |
Phone | 302-654-5449 |
Address | 20 Montchanin Road Greenville, DE 19807 |
Source |
IAPD![]() ![]() |
Total AUM ($BB) |
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Pentecost Capital Management Inc
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|
OK | 0.1 |
Deane Retirement Strategies Inc
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LA | 0.1 |
Lifestage Wealth Management LLC
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MN | 0.1 |
Review Services Inc
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WI | 0.1 |
Riverplace Capital Management Inc
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FL | 0.1 |
Capital Investment Services Inc
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PA | 0.1 |
Townsend Group Investments
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CA | 0.1 |
TA Capital Management LLC
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|
NJ | 0.1 |
Wilcox Investment Inc
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|
MA | 0.1 |
Richard L Evans Investment Management LLC
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|
IL | 0.1 |