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INVESTMENT MANAGEMENT & PLANNING LLC

Tel: 302-654-5449
20 Montchanin Road
Suite 270
Greenville, Delaware  19807

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INVESTMENT MANAGEMENT & PLANNING LLC

INVESTMENT MANAGEMENT & PLANNING LLC is a Greenville, Delaware based financial advisory firm with nearly $197,398,269 in assets under management and provides investment advisory services for 497 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

146041

SEC#:

801-107553

No. of Clients:

497

Assets under Management

$197,398,269

No. of Advisors:

3

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