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Investment Management & Planning LLC

● SEC registered since 2016CRD 146041SEC# 801-107553Greenville, DE
Export (members)
Reg. AUM
$205.2M
Employees
3
Accounts
492
Location
Greenville, DE

Investment Management & Planning LLC assets under management

Investment Management & Planning LLC is an investment advisory firm registered with the SEC based in Greenville, DE. The firm has been registered since 2016. It reports $205.2 million in regulatory assets under management and employs 3 people.
www.imandp.comView on SEC.gov ↗

Investment Management & Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Howard Calvert Richardson ControlManaging Member / Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Investment Management & Planning LLC manage?

Investment Management & Planning LLC reports $205.2 million in regulatory assets under management on its Form ADV.

How many employees does Investment Management & Planning LLC have?

Investment Management & Planning LLC reports 3 employees.

Where is Investment Management & Planning LLC located?

Investment Management & Planning LLC is based in Greenville, DE and has been SEC-registered since 2016.

Does Investment Management & Planning LLC disclose fund performance?

Investment Management & Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 Montchanin Road, Suite 270, Greenville, DE 19807
Phone302-654-5449
Fax302-654-7477
Office hours8:30a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$205.2M
Non-discretionary$0
Total (RAUM)$205.2M