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INVESTMENT FIDUCIARY PLANNERS, LLC
CRD 287842
100 FILLMORE ST, 5TH FLOOR, DENVER, CO, 80206, United States
Phone
(303) 880-2527
Fax
(303) 694-6287
Registration
— (—)
Source
State registered
Total AUM
$11.8M
Discretionary AUM
$4.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $8.4M |
| High net worth individuals | 4 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD