Investment adviser · CRD 109978

IRVING PLANNING & INVESTMENTS, LTD.

Investment adviser filing (IA)

LAKEWOOD, CO, United States · Form ADV filed Apr 18, 2012

Regulatory AUM
$40M
Form ADV · Item 5.F
Client accounts
165
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 18, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

3333 S. WADSWORTH BLVD., SUITE D320
LAKEWOOD, CO, 80227, United States

CRD 109978

Filing source

Form ADV 613928 · Apr 18, 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.