Integral Financial Planning LLC

Integral Financial Planning LLC (CRD# 148097) is a financial advisory firm headquartered in , . They manage $106,163,127 in 299 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/jennifer-sanchez-506957b/
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $355,061
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Integral Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer Sanchez, financial advisor Naperville IL
Jennifer L. Sanchez
CRD#: 5584227
Naperville, IL

Jennifer Sanchez (CRD# 5584227) is an Investment Advisor Representative working at Integral Financial Planning LLC in Naperville, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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