Investment Planning Associates Inc.

Investment Planning Associates Inc. (CRD# 110047) is a financial advisory firm headquartered in Rockville, MD. They manage $110,000,000 in 120 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $916,667
Compensation Options
  • A percentage of assets under your management
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.

DC, MD, VA

Financial Advisors at Investment Planning Associates Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jay P. Levin
CRD#: 1323546
11140 Rockville Pike, Suite 600, Rockville, MD 20852
96
Wealthminder
score

Jay Levin (CRD# 1323546) is an Investment Advisor Representative working at Investment Planning Associates Inc. in Rockville, MD and has over 32 years of experience in the finance industry. Jay Levin 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
Philip Borish
CRD#: 2121447
Kensington, MD
93
Wealthminder
score

Philip Borish (CRD# 2121447) is an Investment Advisor Representative working at Investment Planning Associates Inc. in Kensington, MD and has over 26 years of experience in the finance industry.

3
Jason R. Dallacqua
CRD#: 5658911
11140 Rockville Pike, Suite 600, Rockville, MD 20852
90
Wealthminder
score

Jason Dallacqua (CRD# 5658911) is an Investment Advisor Representative working at Investment Planning Associates Inc. in Rockville, MD and has over 4 years of experience in the finance industry.

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