Investment Planning Associates Inc
Legal Name: INVESTMENT PLANNING ASSOCIATES INC
Full Contact Details
Investment Planning Associates Inc is legally known as INVESTMENT PLANNING ASSOCIATES INC. It is a MD Corporation. This firm has 2 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 28, 2016.
Rockville, MD - Fee-Based Financial Planning — Investment Planning Associates
IPA is a fee-only financial planning firm that adheres to a set of disciplined investment principles and practices based on a thorough understanding of the financial markets and history’s most successful long term investors.
JAY PAUL LEVIN
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more