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Building 2INTEGRATED FINANCIAL PLANNING, P.C.

Map pinDURANGO, CO
Phone970-259-6739
NotebookSEC #801-116804
Total AUM
$143.1M
Employees
3
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 EAST 3RD AVENUE, SUITE 103
DURANGO
CO 81301
United States
Operating Hours
8:00-12:00, 1:00-5:00
Monday - Friday
Phone
970-259-6739
Other Offices
1

ReceiptFinancials

Total AUM
$143.1M
Accounts
600
Discretionary
$0
Accounts
0
Non-Discretionary
$143.1M
Accounts
600

ContactClients

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Individual Clients
100
AUM
$41M
HNW Individual Clients
55
AUM
$102.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIANMTX

HandshakeAffiliates

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

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