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IRVING PLANNING & INVESTMENTS, LTD.
LAKEWOOD, CO
303-985-4100
SEC #801-63994Total AUM
$40M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3333 S. WADSWORTH BLVD.
SUITE D320
LAKEWOOD
CO 80227
United States
SUITE D320
LAKEWOOD
CO 80227
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
303-985-4100
Financials
Total AUM
$40M
Accounts
165Discretionary
$40M
Accounts
165Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CO
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.