IRVINE WEALTH PLANNING STRATEGIES, LLC of CORNING, NY is an SEC-registered investment adviser (CRD 284120). Regulatory assets under management: $157.0M.
Compensation: Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Amy Elizabeth Irvine | PRINCIPAL, CCO | — |
| Katrina Marie Welker | OWNER | — |
| Rebekah Elizabeth Eason | OWNER | — |
| Kerrie Beene | OWNER | — |
| IRVINE AMY ELIZABETH | PRINCIPAL, CCO | — |
| WELKER JOANNE MARIE | OWNER | — |
| Beene Kerrie | OWNER | — |
| Eason Rebekah Elizabeth | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 6073820847 |
| — | — | 1 | (607) 438-2761 |
| — | — | 1 | (607) 654-4146 |
| — | — | 1 | (607) 654-4146 |
| — | — | 1 | 6073820847 |
| — | — | 1 | (607) 438-2761 |
| — | — | 1 | (607) 654-4146 |
| — | — | 1 | (607) 654-4146 |