Investment And Asset Planning, LLC (Wichita Falls)

Name: Investment And Asset Planning, LLC
Address: 2110 Kemp Blvd, Wichita Falls, TX, 76309 4314
Telephone: 940-761-2527

Investment And Asset Planning, LLC is an adviser based in Wichita Falls. It manages $43.94 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Louisiana and Texas.

Investment And Asset Planning provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment And Asset Planning: assets under management

The assets under management (AUM) of Investment And Asset Planning, LLC is $43.94 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.14 million in discretionary accounts and $801.49 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment And Asset Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment And Asset Planning, LLC

Jordan Chick Gary has been acting as President since 1 Aug 2002. William John Niles joined the executive team most recently as the Vice President & Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jordan Chick Gary	President/chief compliance officer	1 Aug 2002	75% - 100%	1832939
William John Niles	Vice president & treasurer	1 Aug 2002	Other	4588184

Based in Wichita Falls

The principal office where Investment And Asset Planning, LLC performs its advisory services is located at 2110 Kemp Blvd, Wichita Falls, TX 76309 4314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 940-761-2527 or by fax 940-322-2710. The normal business hours are 8:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.investmentplanner.net.