INVESTMENT FIDUCIARY PLANNERS, LLC

INVESTMENT FIDUCIARY PLANNERS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 287842). Regulatory assets under management: $11.8M.

Registration

• CRD: 287842
• Type: Registered investment adviser
• Location: 100 FILLMORE ST, DENVER, CO, 80206
• Phone: (303) 880-2527
• Latest filing: 2026-04-16
• Regulatory AUM: $11.8M
• Discretionary AUM: $4.4M
• Non-discretionary AUM: $7.4M
• Clients: 1
• Accounts: 195

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287842 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search