Overview
Assets Under Management: $167 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 62
Average Client Assets: $2.6 million
Frequently Asked Questions
INTEGRAL FINANCIAL SOLUTIONS, 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 #152926), INTEGRAL FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
INTEGRAL FINANCIAL SOLUTIONS, LLC is headquartered in SAN FRANCISCO, CA.
INTEGRAL FINANCIAL SOLUTIONS, LLC serves 62 high-net-worth clients according to their SEC filing dated March 14, 2018. View client details ↓
According to their SEC Form ADV, INTEGRAL FINANCIAL SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
INTEGRAL FINANCIAL SOLUTIONS, LLC manages $167 million in client assets according to their SEC filing dated March 14, 2018.
According to their SEC Form ADV, INTEGRAL FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.29%
Average Client Assets: $2.6 million
Total Client Accounts: 305
Discretionary Accounts: 305
Regulatory Filings
CRD Number: 152926
Filing ID: 1163912
Last Filing Date: 2018-03-14 09:28:00