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Building 2INVESTMENT MANAGEMENT & PLANNING LLC

Map pinGREENVILLE, DE
Phone302-654-5449
NotebookSEC #801-107553
Total AUM
$238.8M
Employees
3
Clients
511

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 MONTCHANIN ROAD
SUITE 270
GREENVILLE
DE 19807
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
302-654-5449
Other Offices
1

ReceiptFinancials

Total AUM
$238.8M
Accounts
731
Discretionary
$238.8M
Accounts
731
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$34.7M
HNW Individual Clients
314
AUM
$200.1M
Pension/Profit Sharing Plan Clients
6
AUM
$3.2M
Corporation or Business Clients
2
AUM
$751.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLLAMANJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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