GARY, JORDAN CHICK
Legal name: INVESTMENT & ASSET PLANNING, LLC
CRD #109119 SEC #801-56342 WICHITA FALLS, TX 940-761-2527
SEC Registered Disclosures
Total AUM
$43.9M
Discretionary
$43.1M
Employees
1
Clients
11
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $43.9M | $43.1M | $801.5K | 1 | 200 |
| Apr 2012 | $43.9M | $43.1M | $801.5K | 1 | 200 |
| Feb 2012 | $43.9M | $43.1M | $801.5K | 1 | 200 |
| Feb 2012 | $43.9M | $43.1M | $801.5K | 1 | 200 |
| Jan 2012 | $43.9M | $43.1M | $801.5K | 1 | 200 |
| Jan 2012 | $43.9M | $43.1M | $801.5K | 1 | 200 |
| Jul 2011 | $47.5M | $45.3M | $2.2M | 5 | -- |
| Mar 2011 | $47.5M | $45.3M | $2.2M | 5 | -- |
| Feb 2011 | $47.5M | $45.3M | $2.2M | 5 | -- |
| Jul 2009 | $30.1M | $28.5M | $1.6M | 5 | -- |
| Jan 2008 | $48.2M | $43.6M | $4.5M | 5 | -- |
| Oct 2007 | $42.1M | $38.4M | $3.7M | 5 | -- |
| Jan 2007 | $42.1M | $38.4M | $3.7M | 5 | -- |
| Jan 2006 | $34.6M | $31.7M | $3M | 5 | -- |
| Feb 2005 | $33.1M | $29.7M | $3.4M | 5 | -- |
| Jan 2005 | $39.6M | $35.6M | $4M | 5 | -- |
| Mar 2002 | $32.5M | $28M | $4.5M | 5 | -- |
DateApr 2012
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$801.5K
Employees1
Clients200
DateApr 2012
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$801.5K
Employees1
Clients200
DateFeb 2012
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$801.5K
Employees1
Clients200
DateFeb 2012
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$801.5K
Employees1
Clients200
DateJan 2012
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$801.5K
Employees1
Clients200
DateJan 2012
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$801.5K
Employees1
Clients200
DateJul 2011
Total AUM$47.5M
Discretionary$45.3M
Non-Disc.$2.2M
Employees5
Clients--
DateMar 2011
Total AUM$47.5M
Discretionary$45.3M
Non-Disc.$2.2M
Employees5
Clients--
DateFeb 2011
Total AUM$47.5M
Discretionary$45.3M
Non-Disc.$2.2M
Employees5
Clients--
DateJul 2009
Total AUM$30.1M
Discretionary$28.5M
Non-Disc.$1.6M
Employees5
Clients--
DateJan 2008
Total AUM$48.2M
Discretionary$43.6M
Non-Disc.$4.5M
Employees5
Clients--
DateOct 2007
Total AUM$42.1M
Discretionary$38.4M
Non-Disc.$3.7M
Employees5
Clients--
DateJan 2007
Total AUM$42.1M
Discretionary$38.4M
Non-Disc.$3.7M
Employees5
Clients--
DateJan 2006
Total AUM$34.6M
Discretionary$31.7M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2005
Total AUM$33.1M
Discretionary$29.7M
Non-Disc.$3.4M
Employees5
Clients--
DateJan 2005
Total AUM$39.6M
Discretionary$35.6M
Non-Disc.$4M
Employees5
Clients--
DateMar 2002
Total AUM$32.5M
Discretionary$28M
Non-Disc.$4.5M
Employees5
Clients--