Irvine Wealth Planning Strategies LLC

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Irvine Wealth Planning Strategies LLC
CRD #284120
SEC #801-112546
CIK #
AUM $39.1 MM (100% Disc, 100% US, 2020-01-02)
Employees4 (100% Investors, 0% Brokers)
Phone607-438-2761
Address10 East Market Street
Corning, NY 14830
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
40322416802010201320172021
Comparable Firms State AUM ($BB)
Schreiner Capital Management Inc
PA 0.0
Hankinson Wealth Management Inc
GA 0.0
Prialta Advisors Inc
CA 0.0
McCormack Financial Planning Inc
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
CA 0.0
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