Investment Management & Planning LLC
Investment Management & Planning LLC (CRD# 146041) is a financial advisory firm headquartered in Greenville, DE. They manage $197,398,269 in 497 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management197MILLION
-
Total Number of Accounts497ACCOUNTS
-
Average Account Value$397,180
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, LA, MA, NJ, PA, TX
John Abood (CRD# 2629855) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 28 years of experience in the finance industry.
Jeffrey Macdonald (CRD# 5491845) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 16 years of experience in the finance industry.
Howard Richardson (CRD# 2175911) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 32 years of experience in the finance industry.