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Investment Planning Associates, Inc. Tech Stack

Investment Planning Associates, Inc. uses 8 technology products and services including Twemoji, Font Awesome, Lightbox, and more. Explore Investment Planning Associates, Inc.'s tech stack below.

Twemoji
Font Scripts
Font Awesome
Font Scripts
Lightbox
Javascript Libraries
jQuery
Javascript Libraries
Node.js
Programming Languages
Yoast SEO
Search Engines
Google Analytics
Web Analytics
Express
Web Frameworks

Media & News

MAI Capital Management, LLC. acquired Ipa Ria on Dec 4th '21.
Recently, MAI announced its acquisition of Investment Planning Associates located in Rockville, Md.; Queens Oak Advisors in Charlotte, N.C.; Hochman Cole Investment Advisors, based in the Chicagoland area; and Storey & Associates, located in North Canton.
Jan 04, 2022 | www.clevelandjewishnews.com

Investment Planning Associates, Inc.'s Email Address Formats

Investment Planning Associates, Inc. uses at least 1 format(s):

Investment Planning Associates, Inc. Email Formats	Example	Percentage
First@ipa-ria.com	John@ipa-ria.com	50%
First@ipa-ria.com	John@ipa-ria.com	50%

Frequently Asked Questions

Where is Investment Planning Associates, Inc.'s headquarters located?

Investment Planning Associates, Inc.'s main headquarters is located at 11140 Rockville Pike, Suite 600. The company has employees across 1 continents, including North America.

What is Investment Planning Associates, Inc.'s phone number?

You can contact Investment Planning Associates, Inc.'s main corporate office by phone at

+1-240-430-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investment Planning Associates, Inc.'s official website and social media links?

Investment Planning Associates, Inc.'s official website is ipa-ria.com and has social profiles on LinkedIn.

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

Investment Planning Associates, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

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

As of December 2025, Investment Planning Associates, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Owner: J. L.Financial Advisor: J. D.: B. R.. Explore Investment Planning Associates, Inc.'s employee directory with LeadIQ.

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

Investment Planning Associates, Inc. operates in the Investment Management industry.

What technology does Investment Planning Associates, Inc. use?

Investment Planning Associates, Inc.'s tech stack includes TwemojiFont AwesomeLightboxjQueryNode.jsYoast SEOGoogle AnalyticsExpress.

What is Investment Planning Associates, Inc.'s email format?

Investment Planning Associates, Inc.'s email format typically follows the pattern of First@ipa-ria.com. Find more Investment Planning Associates, Inc. email formats with LeadIQ.

Investment Planning Associates, Inc.

Q: What technology does Investment Planning Associates, Inc. use?

Investment Planning Associates, Inc.'s tech stack includes Bootstrap, Lightbox, Sqreen, Amazon Web Services, jQuery.

Investment ManagementMaryland, United States0-1 Employees

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.