INTEGRATED FINANCIAL PLANNING, P.C.
CRD #113253 SEC #801-116804 DURANGO, CO 970-259-6739
SEC Registered
Total AUM
$121.9M
Discretionary
$0
Employees
2
Clients
101
Accounts
502
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $143.1M | $0 | $143.1M | 3 | 0 |
| Dec 2020 | $121.9M | $0 | $121.9M | 2 | 2 |
| Jun 2020 | $121.9M | $0 | $121.9M | 2 | 2 |
| Jun 2020 | $121.9M | $0 | $121.9M | 2 | 2 |
| Mar 2020 | $121.9M | $0 | $121.9M | 2 | 2 |
| Feb 2020 | $121.9M | $0 | $121.9M | 2 | 2 |
| Jun 2019 | $109.6M | $0 | $109.6M | 2 | 5 |
| Jun 2019 | $109.6M | $0 | $109.6M | 2 | 5 |
| May 2019 | $109.6M | $0 | $109.6M | 2 | 5 |
| Oct 2003 | $11M | $0 | $11M | 5 | -- |
DateJan 2021
Total AUM$143.1M
Discretionary$0
Non-Disc.$143.1M
Employees3
Clients0
DateDec 2020
Total AUM$121.9M
Discretionary$0
Non-Disc.$121.9M
Employees2
Clients2
DateJun 2020
Total AUM$121.9M
Discretionary$0
Non-Disc.$121.9M
Employees2
Clients2
DateJun 2020
Total AUM$121.9M
Discretionary$0
Non-Disc.$121.9M
Employees2
Clients2
DateMar 2020
Total AUM$121.9M
Discretionary$0
Non-Disc.$121.9M
Employees2
Clients2
DateFeb 2020
Total AUM$121.9M
Discretionary$0
Non-Disc.$121.9M
Employees2
Clients2
DateJun 2019
Total AUM$109.6M
Discretionary$0
Non-Disc.$109.6M
Employees2
Clients5
DateJun 2019
Total AUM$109.6M
Discretionary$0
Non-Disc.$109.6M
Employees2
Clients5
DateMay 2019
Total AUM$109.6M
Discretionary$0
Non-Disc.$109.6M
Employees2
Clients5
DateOct 2003
Total AUM$11M
Discretionary$0
Non-Disc.$11M
Employees5
Clients--