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Irving Planning & Investments, Ltd. (Lakewood)


Irving Planning & Investments, Ltd. is an adviser based in Lakewood. It manages $40 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

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Irving Planning & Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Irving Planning & Investments: assets under management

The assets under management (AUM) of Irving Planning & Investments, Ltd. is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Irving Planning & Investments, Ltd. for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Lakewood

The principal office where Irving Planning & Investments, Ltd. performs its advisory services is located at 3333 S. Wadsworth Blvd., Lakewood, CO 80227, 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 303-985-4100 or by fax 303-989-5083. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.irvingplanning.com.


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