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
Integral Financial Planning LLC
By the Numbers
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Total Assets Under Management106MILLION
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Total Number of Accounts299ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Integral Financial Planning LLC
1
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.
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