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Building 2INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC

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Phone(317) 706-4748
NotebookSEC #801-130748
Total AUM
$119.4M
Employees
7
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT
Phone
(317) 706-4748
Other Offices
3

ReceiptFinancials

Total AUM
$119.4M
Accounts
468
Discretionary
$103.4M
Accounts
434
Non-Discretionary
$16M
Accounts
34

ContactClients

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Individual Clients
104
AUM
$37.3M
HNW Individual Clients
32
AUM
$68.7M
Pension/Profit Sharing Plan Clients
33
AUM
$13.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHIILINKSLAMINCNENHOHORPASCTXVAWAWI

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

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