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    Investment Planning Associates, Inc.

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    Description

    • Investment Planning Associates, Inc. (IPA) is a registered investment advisor under the jurisdiction of the U. S. Securities and Exchange Commission. IPA was founded in January 1990 for the purpose of providing sensible, low-cost financial planning and investment management services to individuals and small businesses. IPA uses no-load mutual funds as its primary investment vehicle, supplemented with individual blue chip stocks and bonds when appropriate. IPAs objective is to deliver reasonable rates of return given each clients risk/return objectives and prevailing market conditions.
    • location

      Headquarters:11140 Rockville Pike Suite 600, Rockville, Maryland, United States

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    • Investment Planning Associates, Inc. phone

      Phone Number: +1 240-430-3000

    • Investment Planning Associates, Inc. website

      Website: https://www.ipa-ria.com

    • Investment Planning Associates, Inc. employees

      Employees:4

    • Investment Planning Associates, Inc. revenue

      Revenue:$1 - 10M

    • Investment Planning Associates, Inc. legal name

      Legal Name:Investment Planning Associates, Inc.

    • Investment Planning Associates, Inc.'s Social Media

      Investment Planning Associates, Inc. linkedin
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    • |  NAICS Code: 523930  |

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    Person level website identification

    Owner for Investment Planning Associates, Inc.

    Jay Levin

    Owner

    Person level website visitor identification

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    Jay Levin

    Owner

    Frequently Asked Questions regarding Investment Planning Associates, Inc.

    • Where are Investment Planning Associates, Inc.'s Headquarters?

      Investment Planning Associates, Inc.'s Headquarters are in 11140 Rockville Pike Suite 600,Rockville,Maryland,United States

    • What is Investment Planning Associates, Inc.'s phone number?

      Investment Planning Associates, Inc.'s phone number is +1 240-430-3000

    • What is Investment Planning Associates, Inc.'s official website?

      Investment Planning Associates, Inc.'s official website is https://www.ipa-ria.com

    • What is Investment Planning Associates, Inc.'s Revenue?

      Investment Planning Associates, Inc.'s revenue is $1 - 10M

    • What is Investment Planning Associates, Inc.'s NAICS code?

      Investment Planning Associates, Inc.'s NAICS code is 523930

    • How many employees are working in Investment Planning Associates, Inc.

      Investment Planning Associates, Inc. has 4 employees

    • What is Investment Planning Associates, Inc.'s Industry?

      Investment Planning Associates, Inc. is in the industry of Investment Management

    • Who is Investment Planning Associates, Inc.'s Owner?

      Investment Planning Associates, Inc.'s Owner is Jay Levin

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