Integral Financial Solutions, LLC

Integral Financial Solutions, LLC (CRD# 152926) is a financial advisory firm headquartered in San Francisco, CA. They manage $109,952,930 in 237 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $463,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Integral Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janet L. Hoffmann
CRD#: 4096884
44 Montgomery Street, Suite 3030, San Francisco, CA 94104
96
Wealthminder
score

Janet Hoffmann (CRD# 4096884) is an Investment Advisor Representative working at Integral Financial Solutions, LLC in San Francisco, CA and has over 16 years of experience in the finance industry. Janet Hoffmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barry Taylor
CRD#: 4718531
44 Montgomery Street, Suite 3030, San Francisco, CA 94104
90
Wealthminder
score

Barry Taylor (CRD# 4718531) is an Investment Advisor Representative working at Integral Financial Solutions, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Barry Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.