INTEGRAL FINANCIAL SOLUTIONS, LLC
CRD #152926 SEC #801-100426 SAN FRANCISCO, CA 415-291-9999
SEC Registered
Total AUM
$165.9M
Discretionary
$165.9M
Employees
3
Clients
51
Accounts
305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2019 | $165.9M | $165.9M | $0 | 3 | 6 |
| Mar 2018 | $167.4M | $167.4M | $0 | 3 | 5 |
| Mar 2017 | $123.3M | $123.3M | $0 | 3 | 26 |
| Mar 2016 | $110M | $110M | $0 | 3 | 26 |
| Jun 2015 | $108.3M | $108.3M | $0 | 3 | 26 |
DateJan 2019
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees3
Clients6
DateMar 2018
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees3
Clients5
DateMar 2017
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees3
Clients26
DateJun 2015
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients26