Be advised. This firm is no longer registered.

Integrated Financial Planning

Integrated Financial Planning (CRD# 108036) is a financial advisory firm headquartered in Oshtemo, MI. They manage $95,451,795 in 238 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $401,058
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Integrated Financial Planning
No Advisor Found.
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