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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Irvine Wealth Planning Strategies LLC
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| CRD # | 284120 |
| SEC # | 801-112546 |
| CIK # | |
| AUM | $39.1 MM (100% Disc, 100% US, 2020-01-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 607-438-2761 |
| Address | 10 East Market Street Corning, NY 14830 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schreiner Capital Management Inc
✚
|
PA | 0.0 |
|
Hankinson Wealth Management Inc
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|
GA | 0.0 |
|
Prialta Advisors Inc
✚
|
CA | 0.0 |
|
McCormack Financial Planning Inc
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|
GA | 0.0 |
|
Brown Armstrong Financial Services Inc
✚
|
OR | 0.0 |
|
Vantage Point Advisors LLC
✚
|
UT | 0.0 |
|
Glenwood Investment Group LLC
✚
|
NH | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
Alpine Capital Management Services Inc
✚
|
UT | 0.0 |
|
Mutual Securities Inc
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|
CA | 0.0 |