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Irving Planning & Investments, Ltd.

Irving Planning & Investments, Ltd.. CRD 109978

Irving Planning & Investments, Ltd. logo

CRD: 109978

Irving Planning & Investments, Ltd.

Centennial, CO, 80122
3039854100
www.irvingplanning.com
$72.3M Total AUM
$72.3M Disc. AUM
-- 3Y CAGR
2 Employees
126 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vertex wave
Established Date
01-01-1999
Office Locations
1

Office Locations

4901 E DRY Creek RD STE 130 Centennial CO

About Irving Planning & Investments, Ltd.

Irving Planning & Investments, Ltd. is a family-run, multi-generational RIA providing holistic financial planning for individuals and families, including guidance through life transitions. The firm builds tailored, diversified, low-cost portfolios with a disciplined approach and also supports risk management with life insurance solutions. It emphasizes a fiduciary promise and clear fee explanations, with many relationships spanning multiple generations; custody includes Charles Schwab.

Team overview

-- AVG AGE
$36.1M AVG AUM / ADVISOR
$573.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Matrix meridian Capital delta

Custodian

Prime eagle Peak Frontier Wave Radial insight

Investment Themes

Ridge Beacon Legacy ember

Investment Vehicles

Peak Alpha alpha

Platform

Radial vertex Meridian focus

Services

Wave wave Beacon Matrix Ridge capital North Legacy harbor Matrix focus Glacier pathway Crest harbor Alpha prime

Technology

Timber prime

Owner & Executives

JASON SCOTT IRVING

JASON SCOTT IRVING

Client Advisor, President

CRD
#5520978
Ownership
75% or more
(256) 203-4443
foundation.bridge@matrixcapital.com
in linkedin.com/in/prime-bridge
ALLISON CAROL IRVING

ALLISON CAROL IRVING

Chief Compliance Officer, Client Relationship Manager

CRD
#5858669
Ownership
Less than 5%
(820) 544-3675
prime.vital@atlascapital.com
in linkedin.com/in/radial-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2011
04-18-2012
Category Assets AVG. Account size
Discretionary $72,256,219 $242,424
Non-Discretionary $0 --
Total $72,256,219 $242,424

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Separately Managed Accounts

Total SMA Asset: $72,256,219

$72.3M Total SMA
Public Funds:
56.1%
Cash:
43.9%
Asset class Assets Assets %
Public Funds $3,535,723,113 56.1%
Cash $2,766,813,630 43.9%
Total $6,302,536,743 100.0%

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