# IPLAN

IPLAN of WINTER HAVEN, FL is an SEC-registered investment adviser.

## Registration

- CRD: 294929
- Type: SEC-registered investment adviser
- Location: 2514 PARTRIDGE DR., WINTER HAVEN, FL, 33884
- Phone: 202-600-9605
- Latest filing: 2026-03-03
- Regulatory AUM: $30.9M
- Discretionary AUM: $19.7M
- Non-discretionary AUM: $11.2M
- Clients: 1
- Accounts: 133

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/294929/brochure
- Similar advisers: https://search.stillhousedata.com/firm/294929/similar
- Related entities: https://search.stillhousedata.com/firm/294929/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/294929

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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.