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INVESTMENT PLANNING ADVISORS

dba TRUFP · CRD 299212 · Registered Investment Adviser

INVESTMENT PLANNING ADVISORS is a Registered Investment Adviser headquartered in CUMMING, GA. The firm reports $421,695,801 in regulatory assets under management across 2,645 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$421,695,801
Non-discretionary$0
Total RAUM$421,695,801
Accounts2,645

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 299212. adviserinfo.sec.gov/firm/summary/299212.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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