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Irving Planning & Investments
IRVING PLANNING & INVESTMENTS, LTD. is an SEC-registered investment adviser in CENTENNIAL, CO. The firm manages approximately $72 million in assets.
Overview
IRVING PLANNING & INVESTMENTS, LTD. is an SEC-registered investment adviser in CENTENNIAL, CO. The firm manages approximately $72 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
Canada
City
Saint John
Corporate office
Saint John, New Brunswick, Canada
Principals
James K. Irving
Principal
Arthur Irving
Principal
John E. Irving
Principal
Sector focus
Frequently asked questions
What sectors does Irving Planning & Investments prioritize?
The firm's investment activity mirrors the operating interests of J.D. Irving, Limited. Sectors with observable exposure include forestry and timberland, energy distribution and retail, commercial real estate, transportation and logistics, and regional media. The office does not appear to pursue venture capital or growth-equity strategies in technology or software.
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