INVESTMENT AND ASSET PLANNING, LLC

INVESTMENT & ASSET PLANNING, LLC
WICHITA FALLS, Texas·2 registered advisors·CRD# 109119
SEC# 801-56342940-761-2527
01

Firm Overview

AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES(ICON)
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVESTMENT AND ASSET PLANNING, LLC

2 registered advisors
Jordan Chick Gary
WICHITA FALLS, Texas
William John Niles
WICHITA FALLS, Texas
05

Office Locations

WICHITA FALLS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. INVESTMENT AND ASSET PLANNING, LLC (CRD# 109119) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.