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Investment Management & Planning LLC
Investment Management & Planning LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 146041, SEC file 801-107553),...
Overview
Investment Management & Planning LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 146041, SEC file 801-107553), with its main office in Greenville, Delaware. Its Form ADV filed on 6 October 2026 reports $238.8M in regulatory assets under management across 731 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$238.8M regulatory AUM (Form ADV, October 2026)
Location
Region
North America
Country
United States
City
Greenville
Corporate office
Greenville, DE, United States
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