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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 3, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, JAY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 3, 2022 REGISTERED
Notice Filings (6)
CA DC FL MD NH VA
Address
11140 ROCKVILLE PIKESUITE 400
ROCKVILLE, MD 20852
United States
Phone: 240-430-3000