Integral Financial Planning LLC
Integral Financial Planning LLC is an SEC-registered ria with $158.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Integral Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148097, SEC 801-131517, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $158.0M (2026-02-10)
- Firm type
- Ria
- Employees
- 2
- Clients
- 70
- CRD
- 148097
- Ownership
- SANCHEZ, JENNIFER, LYNN
How much AUM does Integral Financial Planning LLC have?
Integral Financial Planning LLC reported $158.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Integral Financial Planning LLC?
Disclosed owners and executives of Integral Financial Planning LLC include SANCHEZ, JENNIFER, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.