Investment Planning Associates Inc

Legal Name: INVESTMENT PLANNING ASSOCIATES INC

11140 ROCKVILLE PIKE, SUITE 400, ROCKVILLE, MD

240-430-3000 http://www.ipa-ria.com Frequently Asked Questions (FAQ)

Full Contact Details

Investment Planning Associates Inc

11140 ROCKVILLE PIKE, SUITE 400, ROCKVILLE, MD

240-430-3000

240-430-3001

Other Info

Investment Planning Associates Inc, a Maryland corporation, currently operates with two employees, both of whom are advisors. While the exact number of clients served is unknown, the firm has been approved by the SEC with a registration date of September 28, 2016.

Investment Planning Associates & MAI Capital Management | MAI Capital Management, LLC

Investment Planning Associates and MAI Capital Management Are Excited to Announce Their Partnership

Direct Owners

JAY PAUL LEVIN
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more

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