# INVESTMENT MANAGEMENT & PLANNING LLC

INVESTMENT MANAGEMENT & PLANNING LLC of GREENVILLE, DE is an SEC-registered investment adviser.

## Registration

- CRD: 146041
- Type: SEC-registered investment adviser
- SEC file number: 801-107553
- Location: 20 MONTCHANIN ROAD, SUITE 270, GREENVILLE, DE, 19807
- Phone: 302-654-5449
- Latest filing: 2026-03-25
- Regulatory AUM: $238.8M
- Discretionary AUM: $238.8M
- Clients: 3
- Accounts: 731

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Howard Calvert Richardson | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| RICHARDSON HOWARD CALVERT | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146041/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146041/similar
- Related entities: https://search.stillhousedata.com/firm/146041/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146041

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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.