Investment Management & Planning LLC

Investment Management & Planning LLC (CRD# 146041) is a financial advisory firm headquartered in Greenville, DE. They manage $197,398,269 in 497 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
20 Montchanin Road, Suite 270, Greenville, DE 19807
http://www.imandp.com
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $397,180
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
The map below shows states where this firm has explicit registration only.

DE, FL, LA, MA, NJ, PA, TX

Financial Advisors at Investment Management & Planning LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Abood, financial advisor Greenville DE
John M. Abood
CRD#: 2629855
20 Montchanin Road, Suite 270, Greenville, DE 19807

John Abood (CRD# 2629855) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 28 years of experience in the finance industry.

2
Jeffrey Macdonald, financial advisor Greenville DE
Jeffrey H. Macdonald
CRD#: 5491845
20 Montchanin Road, Suite 270, Greenville, DE 19807

Jeffrey Macdonald (CRD# 5491845) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 15 years of experience in the finance industry.

3
Howard Richardson, financial advisor Greenville DE
Howard C. Richardson
CRD#: 2175911
20 Montchanin Road, Suite 270, Greenville, DE 19807

Howard Richardson (CRD# 2175911) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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