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Building 2INTEGRATED FINANCIAL PLANNING, P.C.

Map pinDURANGO, CO
Phone970-259-6739
NotebookSEC #801-62485
Total AUM
$11M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
269 NORTH RD.
DURANGO
CO 81303
USA
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
970-259-6739

ReceiptFinancials

Total AUM
$11M
Accounts
204
Discretionary
$0
Accounts
0
Non-Discretionary
$11M
Accounts
204

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CONM

HandshakeAffiliates

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

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