INVESTMENT PLANNING ASSOCIATES INC

ROCKVILLE, Maryland·1 registered advisor·CRD# 110047
SEC# 801-1084540240-430-3000
01

Firm Overview

AUM
$210M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at INVESTMENT PLANNING ASSOCIATES INC

1 registered advisor
Jay Paul Levin
ROCKVILLE, Maryland
05

Office Locations

ROCKVILLE, Maryland
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. INVESTMENT PLANNING ASSOCIATES INC (CRD# 110047) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.