CompaniesdividerInvestment Planning Associates, Inc.

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Investment Planning Associates, Inc.

linklinkedinfacebooktwitter

investment planning associates, inc. (ipa) is a registered investment advisor under the jurisdiction of the u. s. securities and exchange commission. ipa was founded in january 1990 for the purpose of providing sensible, low-cost financial planning and investment management services to individuals and small businesses. ipa uses no-load mutual funds as its primary investment vehicle, supplemented with individual blue chip stocks and bonds when appropriate. ipa’s objective is to deliver reasonable rates of return given each client’s risk/return objectives and prevailing market conditions.

Headquarters:
11140 Rockville Pike, Suite 600, Rockville, Maryland, United States, 20852
Industry:
Investment Management
Founded:
-
Employees:
7
Annual Revenue:
-
Type: Private
Ticker: -
United States 7
Retirement PlanningEducation PlanningInvestment ManagementRisk Management
SIC Code: 7299Major Group: Personal ServicesIndustry Group: Miscellaneous Personal ServicesIndustry Sector: Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code: 54199Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Other Professional, Scientific, and Technical ServicesNAICS Industry: All Other Professional, Scientific, and Technical ServicesNational Industry:

Frequently asked questions about Investment Planning Associates, Inc.

Let us help answer the most common questions you might have.

Where is Investment Planning Associates, Inc. located?

angle left

Investment Planning Associates, Inc.'s headquarters is located at 11140 Rockville Pike, Suite 600, Rockville, Maryland, United States, 20852

What is Investment Planning Associates, Inc.'s official website?

angle left

Investment Planning Associates, Inc.'s official website is ipa-ria.com

What is Investment Planning Associates, Inc.'s SIC code?

angle left
SIC Code: 7299Major Group: Personal ServicesIndustry Group: Miscellaneous Personal ServicesIndustry Sector: Miscellaneous Personal Services, Not Elsewhere Classified

What is Investment Planning Associates, Inc.'s NAICS code?

angle left
NAICS Code: 54199Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Other Professional, Scientific, and Technical ServicesNAICS Industry: All Other Professional, Scientific, and Technical ServicesNational Industry:

How many employees does Investment Planning Associates, Inc. have?

angle left

Investment Planning Associates, Inc. has 7 employees

What industry does Investment Planning Associates, Inc. belong to?

angle left

Investment Planning Associates, Inc. is in the industry of: Investment Management

What are Investment Planning Associates, Inc.'s social media links?

angle left

Investment Planning Associates, Inc. Linkedin page

Browse other Companies

ABCDEFGHIJKLMNOPQRTSUVWXYZ

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog