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Investment Programs LLC (Frisco)


Investment Programs LLC is an internet adviser based in Frisco. It manages $2.1 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado and Hawaii.

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Investment Programs provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Programs: assets under management

The assets under management (AUM) of Investment Programs LLC is $2.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Programs LLC for their services and products based on a percentage of assets under management. 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 Frisco

The principal office where Investment Programs LLC performs its advisory services is located at 741 Lagoon Drive, Frisco, CO 80443 The mailing address of the firm is Po Box 2604, Frisco, CO 80443. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-668-0257. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.ip-ria.us.


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