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Building 2INTEGRATIVE PLANNING, INC.

Map pinCORNELIUS, NC
Phone(704) 947-8444
NotebookSEC #801-133844
Total AUM
$101.4M
Employees
6
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19520 W CATAWBA AVE.
SUITE 311
CORNELIUS
NC 28031
United States
Operating Hours
8A-5P
Monday - Friday
Phone
(704) 947-8444

ReceiptFinancials

Total AUM
$101.4M
Accounts
429
Discretionary
$101.4M
Accounts
429
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$29.8M
HNW Individual Clients
36
AUM
$71.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
NCSC

HandshakeAffiliates

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

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