Investment Management & Planning LLC

Investment Management & Planning LLC (CRD# 146041) is a financial advisory firm headquartered in Greenville, DE. They manage $119,560,768 in 442 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $270,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MA, NJ, PA, TX, VA

Financial Advisors at Investment Management & Planning LLC
Showing 1 - 4 of 4 top financial advisors.
1
John M. Abood
CRD#: 2629855
20 Montchanin Road, Suite 270, Greenville, DE 19807
96
Wealthminder
score

John Abood (CRD# 2629855) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 22 years of experience in the finance industry. John Abood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey H. Macdonald
CRD#: 5491845
20 Montchanin Road, Suite 270, Greenville, DE 19807
96
Wealthminder
score

Jeffrey Macdonald (CRD# 5491845) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 10 years of experience in the finance industry. Jeffrey Macdonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Howard C. Richardson
CRD#: 2175911
20 Montchanin Road, Suite 270, Greenville, DE 19807
96
Wealthminder
score

Howard Richardson (CRD# 2175911) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 26 years of experience in the finance industry. Howard Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jie Huang
CRD#: 6722996
20 Montchanin Road, Suite 270, Greenville, DE 19807
88
Wealthminder
score

Jie Huang (CRD# 6722996) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has 1 year of experience in the finance industry.

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