Investment Planners, Inc.

Overview

Investment Planners, Inc. is organized as a corporation and has been SEC-registered since 1986. FINTRX identifies the firm’s owner type as individual and classifies the advisory entity as unclassified. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not listed as a multi-state adviser for regulatory purposes, and is not designated as a pension consultant or related adviser. The firm has provided little public detail about its advisory activities, fee structure, client segments, or investment preferences. That lack of disclosure limits the ability to describe its target clients or typical mandates from available records.

Assets & Accounts

Location & Offices