# Irving Planning & Investments

Irving Planning & Investments is a RIA based in Saint John, Canada.

## Overview

- **Organization type:** RIA
- **Headquarters:** Saint John, Canada
- **Region:** North America
- **Address:** Saint John, New Brunswick, Canada
- **Assets under management:** Undisclosed
- **Website:** irvingplanning.com

## Regulatory record

- **CRD number:** 109978
- **SEC file number:** 801-63994
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109978

## About

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.

## Sectors

- Forestry
- Energy
- Real Estate
- Transportation
- Consumer Goods

## People

- James K. Irving — Principal
- Arthur Irving — Principal
- John E. Irving — Principal

## 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.

## Related profiles

- [Ironfjord Wealth Management](https://altss.com/profile/ironfjord-wealth-management)
- [ISECTORS](https://altss.com/profile/isectors-llc)

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Last updated: 2026-07-06T01:24:18.792Z

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