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INVESTMENT MANAGEMENT & PLANNING LLC

GREENVILLE, DE · CRD 146041 · IAPD ↗ · imandp.com · 302-654-5449

$238.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — INVESTMENT MANAGEMENT & PLANNING LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.