Investment Management & Planning LLC
Investment Management & Planning LLC is an SEC-registered mass-market adviser in Greenville, DE with $238.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Investment Management & Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146041, SEC 801-107553, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $238.8M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Greenville, DE
- Employees
- 3
- Clients
- 511
- CRD
- 146041
- Ownership
- RICHARDSON, HOWARD, CALVERT
How much AUM does Investment Management & Planning LLC have?
Investment Management & Planning LLC reported $238.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Investment Management & Planning LLC?
Disclosed owners and executives of Investment Management & Planning LLC include RICHARDSON, HOWARD, CALVERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.