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Building 2INTEGRAL FINANCIAL PLANNING LLC

Map pin
Phone630-219-3315
NotebookSEC #801-131517
Total AUM
$158M
Employees
2
Clients
70

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 ONLY
Phone
630-219-3315
Other Offices
2

ReceiptFinancials

Total AUM
$158M
Accounts
375
Discretionary
$0
Accounts
0
Non-Discretionary
$158M
Accounts
375

ContactClients

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Individual Clients
5
AUM
$3.3M
HNW Individual Clients
65
AUM
$154.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INCOME TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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