Investment Planners, Inc.

Overview

Investment Planners, Inc. is recorded as a corporation that first registered with the SEC in 1986 and is owned by an individual. FINTRX classifies the firm as “Unclassified” and the snapshot flags it as not being a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The dataset does not contain a description of the firm’s advisory activities, client segments, fee structure or business lines, so there is no public detail here about how the firm positions its services or what investor types it targets.

Assets & Accounts

Location & Offices