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Investment Planning Advisors

● SEC registered since 2019CRD 299212SEC# 801-117561Cumming, GA
Export (members)
Reg. AUM
$334.1M
Employees
5
Accounts
2,275
Location
Cumming, GA

Investment Planning Advisors assets under management

Investment Planning Advisors is an SEC-registered investment adviser based in Cumming, GA. The firm has been registered since 2019. It reports $334.1 million in regulatory assets under management and employs 5 people.
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Investment Planning Advisors owners & executives

2 reported
NameTitleOwnershipSince
Andrew Bruce Castleberry ControlOwner And Cfo25-50%2025
Kenneth Julian Bellavance ControlOwner, President And CcoOver 75%2025

Frequently asked questions

How much does Investment Planning Advisors manage?

Investment Planning Advisors reports $334.1 million in regulatory assets under management on its Form ADV.

How many employees does Investment Planning Advisors have?

Investment Planning Advisors reports 5 employees.

Where is Investment Planning Advisors located?

Investment Planning Advisors is based in Cumming, GA and has been SEC-registered since 2019.

Does Investment Planning Advisors disclose fund performance?

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

Contact & registration

Address327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040
Phone770-205-4394
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$334.1M
Non-discretionary$0
Total (RAUM)$334.1M