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Howard Calvert Richardson

INVESTMENT MANAGEMENT & PLANNING LLC·GREENVILLE, Delaware
Unclaimed Profile
20 MONTCHANIN ROAD, GREENVILLE, DE 19807CRD# 2175911Firm CRD# 146041
01

About

Howard Calvert Richardson is a registered financial advisor based in GREENVILLE, Delaware, affiliated with INVESTMENT MANAGEMENT & PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVESTMENT MANAGEMENT & PLANNING LLC
INVESTMENT MANAGEMENT & PLANNING LLC
AUM
$197M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INVESTMENT MANAGEMENT & PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2175911
Firm CRD# 146041
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Howard Calvert Richardson offer?
Howard Calvert Richardson specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Howard Calvert Richardson's credentials?
Howard Calvert Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard Calvert Richardson located?
Howard Calvert Richardson is based in GREENVILLE, Delaware, working with INVESTMENT MANAGEMENT & PLANNING LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Howard Calvert Richardson charge for services?
Howard Calvert Richardson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT MANAGEMENT & PLANNING LLC?
INVESTMENT MANAGEMENT & PLANNING LLC has approximately 3 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
WILMINGTON (282)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
WILMINGTON GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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