IRVING PLANNING & INVESTMENTS, LTD.
CRD #109978 SEC #801-63994 LAKEWOOD, CO 303-985-4100
SEC Registered
Total AUM
$40M
Discretionary
$40M
Employees
1
Clients
1
Accounts
165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $40M | $40M | $0 | 1 | 165 |
| Jan 2012 | $40M | $40M | $0 | 1 | 165 |
| Mar 2011 | $40M | $40M | $0 | 5 | -- |
| Feb 2007 | $39.2M | $39M | $150K | 5 | -- |
| Mar 2006 | $35.1M | $35M | $130K | 5 | -- |
DateApr 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients165
DateJan 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients165
DateMar 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$39.2M
Discretionary$39M
Non-Disc.$150K
Employees5
Clients--
DateMar 2006
Total AUM$35.1M
Discretionary$35M
Non-Disc.$130K
Employees5
Clients--