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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 14, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEMON, PAUL, ALAN | I | PRESIDENT | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
| LEMON, PAUL, ALAN | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Dec 14, 2020 REGISTERED
Notice Filings (6)
AZ CA CO IA NM TX
Address
1800 EAST 3RD AVENUE, SUITE 103DURANGO, CO 81301
United States
Phone: 970-259-6739