The INTEGRATED FINANCIAL PLANNING SERVICES is a privately held investment adviser that advises $4.05mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTEGRATED FINANCIAL PLANNING SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 12.95 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at KARLSTR. 20, HEIDELBERG, -. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 21 employees comprised of 3 investment and 18 non-investment staff. The total number of Employees decreased by 27.59% over the last 5-years.
Their $4.05mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients total $4.05mn or 100% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
INTEGRATED FINANCIAL PLANNING SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.