Allocator Index · CRD 146041

INVESTMENT MANAGEMENT & PLANNING LLC

Greenville, DE · 302-654-5449 · imandp.com

SEC IAPD record ↗

Fit score

52

  • hnw>=200+20
  • aum $100M-$250M+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

314

Other individuals

189

HNW assets

$200.1M

Total AUM

$238.8M

Employees

3

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.