IRVING PLANNING & INVESTMENTS, LTD.

IRVING PLANNING & INVESTMENTS, LTD. of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 109978). Regulatory assets under management: $72.3M.

Registration

• CRD: 109978
• SEC file number: 801-63994
• Type: Registered investment adviser
• Location: 4901 E DRY CREEK RD, CENTENNIAL, CO, 80122
• Phone: 303-985-4100
• Latest filing: 2026-02-17
• Regulatory AUM: $72.3M
• Discretionary AUM: $72.3M
• Clients: 2
• Accounts: 337

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 109978 on SEC IAPD (source of record)
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