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IPLAN
IPLAN, LLC
CRD 294929
2514 PARTRIDGE DR., WINTER HAVEN, FL, 33884, United States
Phone
202-600-9605
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.9M
Discretionary AUM
$19.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.7M |
| High net worth individuals | 14 | $27.2M |
All web addresses on file
Official SEC filing: View on IAPD