INVESTMENT MANAGEMENT & PLANNING LLC
CRD #146041 SEC #801-107553 GREENVILLE, DE 302-654-5449
SEC Registered
Total AUM
$205.2M
Discretionary
$205.2M
Employees
3
Clients
10
Accounts
492
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $205.2M | $205.2M | $0 | 3 | 0 |
| Jan 2024 | $197.4M | $197.4M | $0 | 3 | 0 |
| Jan 2023 | $185.7M | $185.7M | $0 | 3 | 0 |
| Feb 2022 | $229.1M | $229.1M | $0 | 3 | 0 |
| Mar 2021 | $167.5M | $167.5M | $0 | 4 | 0 |
| Jun 2020 | $156.6M | $156.6M | $0 | 5 | 0 |
| Feb 2020 | $156.6M | $156.6M | $0 | 5 | 0 |
| May 2019 | $132.7M | $132.7M | $0 | 4 | 0 |
| Mar 2019 | $132.7M | $132.7M | $0 | 4 | 0 |
| Nov 2018 | $143.4M | $143.4M | $0 | 5 | 0 |
| Oct 2018 | $143.4M | $143.4M | $0 | 5 | 0 |
| Mar 2018 | $143.4M | $143.4M | $0 | 5 | 0 |
| Mar 2018 | $119.6M | $119.6M | $0 | 4 | 0 |
| Mar 2017 | $119.6M | $119.6M | $0 | 4 | 200 |
| Mar 2016 | $105M | $105M | $0 | 4 | 300 |
| Mar 2016 | $105M | $105M | $0 | 4 | 300 |
DateMar 2025
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$185.7M
Discretionary$185.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients300