Sign in
Create a free account
INVESTMENT PLANNING SERVICES, INC.
OAK RIDGE, TN
865-481-0385
SEC #801-62344Total AUM
$54.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
687 EMORY VALLEY ROAD
SUITE A
OAK RIDGE
TN 37830
USA
SUITE A
OAK RIDGE
TN 37830
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
865-481-0385
Financials
Total AUM
$54.3M
Accounts
410Discretionary
$54.3M
Accounts
410Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.