Integrative Planning, Inc.
Integrative Planning, Inc. is an SEC-registered mass-market adviser in Cornelius, NC with $101.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Integrative Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336307, SEC 801-133844, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $101.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Cornelius, NC
- Employees
- 6
- Clients
- 224
- CRD
- 336307
- Ownership
- LEE, SHAWN, PATRICK
How much AUM does Integrative Planning, Inc. have?
Integrative Planning, Inc. reported $101.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Integrative Planning, Inc.?
Disclosed owners and executives of Integrative Planning, Inc. include LEE, SHAWN, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.