IPLAN

IPLAN of WINTER HAVEN, FL is an SEC-registered investment adviser (CRD 294929). Regulatory assets under management: $30.9M.

Registration

• CRD: 294929
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294929 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search