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INVESTMENT MANAGEMENT & PLANNING LLC
CRD 146041 · SEC 801-107553
20 MONTCHANIN ROAD, SUITE 270, GREENVILLE, DE, 19807, United States
Phone
302-654-5449
Fax
302-654-7477
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.8M
Discretionary AUM
$238.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $34.7M |
| High net worth individuals | 314 | $200.1M |
| Pension/profit sharing plans | 6 | $3.2M |
| Corporations/business entities | 2 | $751K |
States served
DE, LA, MA, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD