Overview
Assets Under Management: $197 million
Headquarters: GREENVILLE, DE
High-Net-Worth Clients: 171
Average Client Assets: $982,162
Frequently Asked Questions
INVESTMENT MANAGEMENT & PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146041), INVESTMENT MANAGEMENT & PLANNING LLC is subject to fiduciary duty under federal law.
INVESTMENT MANAGEMENT & PLANNING LLC is headquartered in GREENVILLE, DE.
INVESTMENT MANAGEMENT & PLANNING LLC serves 171 high-net-worth clients according to their SEC filing dated January 24, 2024. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGEMENT & PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
INVESTMENT MANAGEMENT & PLANNING LLC manages $197 million in client assets according to their SEC filing dated January 24, 2024.
According to their SEC Form ADV, INVESTMENT MANAGEMENT & PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.86
Average High-Net-Worth Client Assets: $982,162
Total Client Accounts: 497
Discretionary Accounts: 497
Regulatory Filings
CRD Number: 146041
Last Filing Date: 2024-01-24 00:00:00
Website: https://imandp.com