The INTREGRATIVE PLANNING is a privately held investment adviser that advises $101.38mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTREGRATIVE PLANNING 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 1.06 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 19520 W CATAWBA AVE. SUITE 311, CORNELIUS, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 200% over the last 1-years.
Their $101.38mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $71.58mn or 70.6% of Total Assets and Individuals own $29.81mn or 29.4% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and 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.
INTREGRATIVE PLANNING names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.