INVESTMENT PLANNING ADVISORS
Legal name: TRUFP
CRD #299212 SEC #801-117561 CUMMING, GA 770-205-4394
SEC Registered
Total AUM
$334.1M
Discretionary
$334.1M
Employees
5
Clients
10
Accounts
2,275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $334.1M | $334.1M | $0 | 5 | 8 |
| May 2025 | $334.1M | $334.1M | $0 | 5 | 8 |
| Feb 2025 | $334.1M | $334.1M | $0 | 5 | 8 |
| Jul 2024 | $240.4M | $240.4M | $0 | 8 | 0 |
| May 2024 | $240.4M | $240.4M | $0 | 8 | 0 |
| Jan 2024 | $240.4M | $240.4M | $0 | 8 | 0 |
| Jan 2023 | $198.1M | $198.1M | $0 | 7 | 0 |
| Jan 2022 | $189.1M | $189.1M | $0 | 6 | 0 |
| Jul 2021 | $151.1M | $151.1M | $0 | 5 | 0 |
| Jan 2021 | $151.1M | $151.1M | $0 | 5 | 0 |
| Oct 2020 | $126.1M | $126.1M | $0 | 4 | 0 |
| Jun 2020 | $126.1M | $126.1M | $0 | 4 | 0 |
| Feb 2020 | $126.1M | $126.1M | $0 | 4 | 0 |
| Sep 2019 | $110.7M | $110.7M | $0 | 3 | 0 |
DateJul 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees5
Clients8
DateMay 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees5
Clients8
DateFeb 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees5
Clients8
DateJul 2024
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$198.1M
Discretionary$198.1M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees3
Clients0