Investment adviser · CRD 109119

INVESTMENT & ASSET PLANNING, LLC

Investment adviser filing (IA)

INVESTMENT AND ASSET PLANNING, LLC

WICHITA FALLS, TX, United States · Form ADV filed Apr 19, 2012

Regulatory AUM
$43.9M
Form ADV · Item 5.F
Client accounts
360
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2110 KEMP BLVD
WICHITA FALLS, TX, 76309-4314, United States

CRD 109119

Filing source

Form ADV 641388 · Apr 19, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.