INVESTMENT MANAGEMENT & PLANNING LLC

GREENVILLE, Delaware·1 registered advisor·CRD# 146041
SEC# 801-1075531302-654-5449
01

Firm Overview

AUM
$197M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVESTMENT MANAGEMENT & PLANNING LLC

1 registered advisor
Howard Calvert Richardson
GREENVILLE, Delaware
05

Office Locations

GREENVILLE, Delaware
1 advisor

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Data sourced from SEC Form ADV filings. INVESTMENT MANAGEMENT & PLANNING LLC (CRD# 146041) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.