Assets Under Management
$205.2M
Number of Clients
330
Number of Advisors
3
Average Client AUM
$622K
AUM per Advisor
$68.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Investment Management & Planning LLC provides asset management services through its Strategic Wealth Management II Wrap Fee Program. They also offer financial planning and consulting services covering various topics. Representatives are also registered representatives of LPL Financial.
20 Montchanin Road, Suite 270, Greenville, DE, 19807