# Investment Management & Planning LLC

Investment Management & Planning LLC is a Registered Investment Adviser based in Greenville, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** Greenville, DE, United States
- **Assets under management:** $238.8M regulatory AUM (Form ADV, October 2026)
- **Website:** imandp.com

## Regulatory record

- **CRD number:** 146041
- **SEC file number:** 801-107553
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-10-06
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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