# INVESTMENT PLANNING ASSOCIATES INC

INVESTMENT PLANNING ASSOCIATES INC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 110047
- Type: SEC-registered investment adviser
- SEC file number: 801-108454
- Location: 11140 ROCKVILLE PIKE, SUITE 400, ROCKVILLE, MD, 20852
- Phone: 240-430-3000
- Latest filing: 2022-01-03
- Regulatory AUM: $210.0M
- Discretionary AUM: $150.0M
- Non-discretionary AUM: $60.0M
- Clients: 2
- Accounts: 600

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| LEVIN JAY PAUL | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110047/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110047/similar
- Related entities: https://search.stillhousedata.com/firm/110047/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110047

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.