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Building 2INVESTMENT PLANNING ASSOCIATES INC

Map pinROCKVILLE, MD
Phone240-430-3000
NotebookSEC #801-108454
Total AUM
$210M
Employees
2
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11140 ROCKVILLE PIKE
SUITE 400
ROCKVILLE
MD 20852
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
240-430-3000

ReceiptFinancials

Total AUM
$210M
Accounts
600
Discretionary
$150M
Accounts
300
Non-Discretionary
$60M
Accounts
300

ContactClients

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Individual Clients
30
AUM
$18M
HNW Individual Clients
130
AUM
$192M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDVA

HandshakeAffiliates

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

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