INVESTMENT PLANNING ASSOCIATES INC
CRD #110047 SEC #801-108454 ROCKVILLE, MD 240-430-3000
SEC Registered
Total AUM
$210M
Discretionary
$150M
Employees
2
Clients
101
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $210M | $150M | $60M | 2 | 0 |
| Nov 2021 | $210M | $150M | $60M | 2 | 0 |
| Mar 2021 | $210M | $150M | $60M | 2 | 0 |
| Jan 2021 | $183.2M | $93M | $90.2M | 2 | 0 |
| May 2020 | $183.2M | $93M | $90.2M | 2 | 0 |
| Feb 2020 | $183.2M | $93M | $90.2M | 2 | 0 |
| Mar 2019 | $155M | $3.1M | $151.9M | 2 | 0 |
| Mar 2018 | $160M | $0 | $160M | 2 | 0 |
| Jan 2018 | $130M | $0 | $130M | 2 | 0 |
| Jun 2017 | $130M | $0 | $130M | 2 | 100 |
| Feb 2017 | $130M | $0 | $130M | 2 | 100 |
| Sep 2016 | $120M | $0 | $120M | 2 | 100 |
| Mar 2012 | $76M | $0 | $76M | 1 | 100 |
| Apr 2011 | $76M | $0 | $76M | 5 | -- |
| Mar 2011 | $73M | $0 | $73M | 5 | -- |
| Mar 2011 | $73M | $0 | $73M | 5 | -- |
| Feb 2011 | $73M | $0 | $73M | 5 | -- |
| Mar 2010 | $62M | $0 | $62M | 5 | -- |
| Mar 2009 | $45M | $0 | $45M | 5 | -- |
| Jan 2008 | $70M | $0 | $70M | 5 | -- |
| Jan 2007 | $57M | $0 | $57M | 5 | -- |
| Jan 2006 | $52M | $0 | $52M | 5 | -- |
| Sep 2005 | $47M | $0 | $47M | 5 | -- |
| Jan 2005 | $47M | $0 | $47M | 5 | -- |
| Jun 2004 | $44M | $0 | $44M | 5 | -- |
| Dec 2003 | $38M | $0 | $38M | 5 | -- |
DateJan 2022
Total AUM$210M
Discretionary$150M
Non-Disc.$60M
Employees2
Clients0
DateNov 2021
Total AUM$210M
Discretionary$150M
Non-Disc.$60M
Employees2
Clients0
DateMar 2021
Total AUM$210M
Discretionary$150M
Non-Disc.$60M
Employees2
Clients0
DateJan 2021
Total AUM$183.2M
Discretionary$93M
Non-Disc.$90.2M
Employees2
Clients0
DateMay 2020
Total AUM$183.2M
Discretionary$93M
Non-Disc.$90.2M
Employees2
Clients0
DateFeb 2020
Total AUM$183.2M
Discretionary$93M
Non-Disc.$90.2M
Employees2
Clients0
DateMar 2019
Total AUM$155M
Discretionary$3.1M
Non-Disc.$151.9M
Employees2
Clients0
DateMar 2018
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees2
Clients0
DateJan 2018
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees2
Clients0
DateJun 2017
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees2
Clients100
DateFeb 2017
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees2
Clients100
DateSep 2016
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees2
Clients100
DateMar 2012
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees1
Clients100
DateApr 2011
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees5
Clients--
DateMar 2011
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees5
Clients--
DateMar 2011
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees5
Clients--
DateFeb 2011
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees5
Clients--
DateMar 2010
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees5
Clients--
DateMar 2009
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateJan 2008
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients--
DateJan 2007
Total AUM$57M
Discretionary$0
Non-Disc.$57M
Employees5
Clients--
DateJan 2006
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees5
Clients--
DateSep 2005
Total AUM$47M
Discretionary$0
Non-Disc.$47M
Employees5
Clients--
DateJan 2005
Total AUM$47M
Discretionary$0
Non-Disc.$47M
Employees5
Clients--
DateJun 2004
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateDec 2003
Total AUM$38M
Discretionary$0
Non-Disc.$38M
Employees5
Clients--