Overview
Assets Under Management: $160 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 52
Average Client Assets: $2.2 million
Frequently Asked Questions
INVESTMENT PLANNING ASSOCIATES INC 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 #110047), INVESTMENT PLANNING ASSOCIATES INC is subject to fiduciary duty under federal law.
INVESTMENT PLANNING ASSOCIATES INC is headquartered in ROCKVILLE, MD.
INVESTMENT PLANNING ASSOCIATES INC serves 52 high-net-worth clients according to their SEC filing dated March 18, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT PLANNING ASSOCIATES INC offers financial planning and portfolio management for individuals. View all service details ↓
INVESTMENT PLANNING ASSOCIATES INC manages $160 million in client assets according to their SEC filing dated March 18, 2018.
According to their SEC Form ADV, INVESTMENT PLANNING ASSOCIATES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.88%
Average Client Assets: $2.2 million
Total Client Accounts: 618
Non-Discretionary Accounts: 618
Regulatory Filings
CRD Number: 110047
Filing ID: 1184657
Last Filing Date: 2018-03-18 17:04:00