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    Investment Management & Planning Llc

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    Description

    • Investment Management & Planning LLC, a Registered Investment Advisory firm that provides wealth management, fee-based investment advisory services to high net-worth individuals, corporations and related business entities, pension and profit sharing plans, trusts, estates and charitable organizations.Wealth management services are focused on helping our clients create and grow their wealth, protect and preserve their wealth, along with the design and implementation of appropriate planning strategies for most tax-advantaged ways to distribute and transfer their wealth.Minimum account size $500,000.
    • location

      Headquarters:251 Town Center Lane Suite 2211, Keller, Texas, United States

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    • Investment Management & Planning Llc phone

      Phone Number: +1 817-261-3500

    • Investment Management & Planning Llc website

      Website: https://www.investmanageplan.com

    • Investment Management & Planning Llc employees

      Employees:5

    • Investment Management & Planning Llc revenue

      Revenue:$1 - 10M

    • Investment Management & Planning Llc legal name

      Legal Name:Investment Management & Planning Llc

    • Investment Management & Planning Llc's Social Media

      Investment Management & Planning Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Managing Partner for Investment Management & Planning Llc

    Brad Rogers

    Managing Partner

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    View Employees

    Brad Rogers

    Managing Partner

    Frequently Asked Questions regarding Investment Management & Planning Llc

    • Where are Investment Management & Planning Llc's Headquarters?

      Investment Management & Planning Llc's Headquarters are in 251 Town Center Lane Suite 2211,Keller,Texas,United States

    • What is Investment Management & Planning Llc's phone number?

      Investment Management & Planning Llc's phone number is +1 817-261-3500

    • What is Investment Management & Planning Llc's official website?

      Investment Management & Planning Llc's official website is https://www.investmanageplan.com

    • What is Investment Management & Planning Llc's Revenue?

      Investment Management & Planning Llc's revenue is $1 - 10M

    • What is Investment Management & Planning Llc's NAICS code?

      Investment Management & Planning Llc's NAICS code is 523110

    • How many employees are working in Investment Management & Planning Llc

      Investment Management & Planning Llc has 5 employees

    • What is Investment Management & Planning Llc's Industry?

      Investment Management & Planning Llc is in the industry of Investment Management

    • Who is Investment Management & Planning Llc's Managing Partner?

      Investment Management & Planning Llc's Managing Partner is Brad Rogers

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