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Building 2INTEGRAL FINANCIAL SOLUTIONS, LLC

Map pinSAN FRANCISCO, CA
Phone415-291-9999
NotebookSEC #801-100426
Total AUM
$165.9M
Employees
3
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 MONTGOMERY STREET
SUITE 3030
SAN FRANCISCO
CA 94104
United States
Operating Hours
BY APPOINTMENT ONLY PLEASE
BY APPOINTMENT ONLY PLEASE
Phone
415-291-9999

ReceiptFinancials

Total AUM
$165.9M
Accounts
305
Discretionary
$165.9M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$6M
HNW Individual Clients
66
AUM
$159.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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