RIA Intel›Advisers›Delaware›JPL ASSET MANAGEMENT AND PLANNING, LLC

JPL ASSET MANAGEMENT AND PLANNING, LLC

Advisory

NEWARK, DE

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in DE
#73
of 79 advisers by AUM
Average account
$269K
across 360 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$97M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$97M
Discretionary AUM$0
Non-Discretionary AUM$97M
Discretionary %0%
Total Clients370
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDE, FL, MD, NJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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