Integrated Planning & Investments

Integrated Planning & Investments (CRD# 325172) is a financial advisory firm headquartered in Clovis, CA. They manage $72,000,000 in 377 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1606 Clovis Ave., Clovis, CA 93612
https://integrated-plan.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $190,981
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Integrated Planning & Investments
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Fide, financial advisor Clovis CA
Christopher T. Fide
CRD#: 4645536
1606 Clovis Ave., Clovis, CA 93612

Christopher Fide (CRD# 4645536) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 21 years of experience in the finance industry.

2
Jonathan Holt, financial advisor Clovis CA
Jonathan B. Holt
CRD#: 6349697
1606 Clovis Ave., Clovis, CA 93612

Jonathan Holt (CRD# 6349697) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 9 years 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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