INVESTMENT MANAGEMENT & PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$238,848,448
Discretionary
$238,848,448
Non-discretionary
$0
Firm details
- CRD number
- 146041
- SEC file number
- 801-107553
- Main office
- GREENVILLE, DE, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.IMANDP.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.