Investment Management & Planning LLC
Firm details
- Headquarters
- Greenville, Delaware
- CRD number
- 146041
- Registered since
- April 4, 2016
- Website
- www.imandp.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.78%
- Individuals14.54%
- Pension & Profit Sharing Plans1.36%
- Corporations / Businesses0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Investment Management & Planning LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals, families and some institutional clients. The firm is registered with the SEC (registration year 2016) and combines percentage-of-AUM billing with hourly fees. In addition to advisory services, the firm operates an insurance brokerage. It is not identified as a multi-state adviser and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenville, DE
New Castle
Location
Greenville, DE
Headquartered in Greenville, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 20 Montchanin Rd
- Time zone
- ET (UTC-5)
- Office locations
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