INVESTMENT PLANNING ASSOCIATES INC

INVESTMENT PLANNING ASSOCIATES INC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 110047). Regulatory assets under management: $210.0M.

Registration

• CRD: 110047
• SEC file number: 801-108454
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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