Irving Planning & Investments, Ltd.
Irving Planning & Investments, Ltd. is an SEC-registered ria with $40.0M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Irving Planning & Investments, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109978, data through 2012-04-18.
- AUM (assets under management / regulatory AUM)
- $40.0M (2012-04-18)
- Firm type
- Ria
- CRD
- 109978
- Ownership
- IRVING, MICHAEL, JOHN
How much AUM does Irving Planning & Investments, Ltd. have?
Irving Planning & Investments, Ltd. reported $40.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-04-18).
Who owns Irving Planning & Investments, Ltd.?
Disclosed owners and executives of Irving Planning & Investments, Ltd. include IRVING, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.