Investment Planning Associates - Ownership and Business Overview

Business ServicesCompany

Investment Planning Associates Ownership

Who owns Investment Planning Associates?

Investment Planning Associates is owned by MAI Capital Management. It was acquired on December 20, 2021.

Investment Planning Associates Business Overview

Where is Investment Planning Associates headquartered?

Investment Planning Associates is headquartered in Rockville, Maryland.

What sector is Investment Planning Associates in?

Investment Planning Associates is a business services company.

When was Investment Planning Associates founded?

Investment Planning Associates was founded in 1990.

Business Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2021. The largest business services acquisition in 2021 was UDG Healthcare - which was acquired by CD&R for $3.7B.

Join Mergr to view all 1266 acquisitions of business services companies in 2021, including 176 acquisitions by private equity firms, and 1090 by strategics.

Investment Planning Associates

Investment Planning Associates, Inc.

11140 Rockville Pike, Suite 600,
Rockville, Maryland 20852
United States,
www.ipa-ria.com

Investment Planning Associates is a provider of tailored financial and investment planning services. Investment Planning Associates was founded in 1990 and is based in Rockville, Maryland.


Company Summary

SECTOR

Business Services

Established

1990

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