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IRVING PLANNING & INVESTMENTS, LTD.
CRD 109978 · SEC 801-63994
4901 E DRY CREEK RD, STE 130, CENTENNIAL, CO, 80122, United States
Phone
303-985-4100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.3M
Discretionary AUM
$72.3M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $45.4M |
| High net worth individuals | 16 | $26.8M |
All web addresses on file
Official SEC filing: View on IAPD