Integral Financial Management Inc.
Integral Financial Management Inc. (CRD# 113760) is a financial advisory firm headquartered in Roseville, CA. They manage $27,348,910 in 175 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Integral Financial Management Inc.
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts175ACCOUNTS
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Average Account Value$156,279
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Integral Financial Management Inc.
1
Ernest Rudd (CRD# 2626552) is an Investment Advisor Representative working at Integral Financial Management Inc. in Roseville, CA and has over 28 years of experience in the finance industry.
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