Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > delaware > greenville > INVESTMENT MANAGEMENT & PLANNING LLC
INVESTMENT MANAGEMENT & PLANNING LLC
20 Montchanin Road
Suite 270
Greenville, Delaware 19807
Tel: 302-654-5449
About INVESTMENT MANAGEMENT & PLANNING LLC
INVESTMENT MANAGEMENT & PLANNING LLC, formally registered with the SEC as INVESTMENT MANAGEMENT & PLANNING LLC. The firm was established in 04/04/2016. They have over 2 offices throughout the country.
INVESTMENT MANAGEMENT & PLANNING LLC is a Greenville, Delaware based Financial Planning firm with nearly $197,398,269 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146041 |
| SEC# | 801-107553 |
| Assets Managed by Firm | $197,398,269 |
| No. of Clients | 497 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 497 | $197,398,269 |
| Individuals (other than high net worth individuals) | 141 | $33,806,241 |
| High net worth individuals | 174 | $161,487,735 |
| Pension and profit sharing plans | 4 | $2,104,293 |
More Retirement Planning firms in Greenville, Delaware:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $110,923,554,810 | 39 | 208 | |
| $50,708,850,726 | 129 | 26 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,496,928,966 | 3487 | 137 |
| $14,772,401,948 | 10 | 35 | |
| $12,393,033,000 | 6 | 36 |
Explore More Retirement Advisors in Greenville, Delaware