Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
INTEGRAL FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148097), INTEGRAL FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
INTEGRAL FINANCIAL PLANNING LLC serves 59 high-net-worth clients according to their SEC filing dated October 25, 2024. View client details ↓
According to their SEC Form ADV, INTEGRAL FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
INTEGRAL FINANCIAL PLANNING LLC manages $124 million in client assets according to their SEC filing dated October 25, 2024.
According to their SEC Form ADV, INTEGRAL FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 317
Non-Discretionary Accounts: 317
Regulatory Filings
CRD Number: 148097
Last Filing Date: 2024-10-25 00:00:00
Website: https://integralfp.com