CRD: 146041
Investment Management & Planning LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-25-2002
- Office Locations
- 2
Office Locations
About Investment Management & Planning LLC
Investment Management & Planning, LLC is a Greenville, DE-based advisory firm providing investment management and strategic wealth planning through an individualized, consultative planning process. The team focuses on financial, retirement, and investment planning, building diversified portfolios with a long-term, distraction-averse approach. Public filings indicate work with business owners/entrepreneurs and use of mutual funds and ETFs; custody relationships include LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
HOWARD CALVERT RICHARDSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2175911
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN MICHAEL ABOOD
Financial Advisor, General Partner
- CRD
- #2629855
STEPHEN MAXWELL LAMBERT
--
- CRD
- #8267810
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,848,448 | $326,742 |
| Non-Discretionary | $0 | -- |
| Total | $238,848,448 | $326,742 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing