INTEGRATIVE PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$101,384,621
Discretionary
$101,384,621
Non-discretionary
$0
Firm details
- CRD number
- 336307
- SEC file number
- 801-133844
- Main office
- CORNELIUS, NC, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.