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Building 2INTEGRAL WEALTH MANAGEMENT

Map pinTURLOCK, CA
Phone209-633-3101
NotebookSEC #801-69114
Total AUM
$673.9M
Employees
7
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 E MAIN STREET
TURLOCK
CA 95380
United States
Operating Hours
7:00 AM - 3:00 PM
Monday - Friday
Phone
209-633-3101
Other Offices
1

ReceiptFinancials

Total AUM
$673.9M
Accounts
1,101
Discretionary
$628.2M
Accounts
1,055
Non-Discretionary
$45.7M
Accounts
46

ContactClients

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Individual Clients
287
AUM
$103.5M
HNW Individual Clients
157
AUM
$534.1M
Pension/Profit Sharing Plan Clients
13
AUM
$21.3M
Charitable Organization Clients
5
AUM
$3.5M
Corporation or Business Clients
6
AUM
$11.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANCNVORTX

HandshakeAffiliates

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

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