RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOFFMANN, JANET, LYNNIMANAGING MEMBER, CCOD Control
HOFFMANN, JANET, LYNNIMANAGING MEMBER, CCOD Control
HOFFMANN, JANET, LYNNIMANAGING MEMBER, CCOD Control
HOFFMANN, JANET, LYNNIMANAGING MEMBER, CCOD Control
HOFFMANN, JANET, LYNNIMANAGING MEMBER, CCOD Control
TAYLOR, BARRYIMANAGING MEMBERD Control
TAYLOR, BARRYIMANAGING MEMBERD Control
TAYLOR, BARRYIMANAGING MEMBERD Control
TAYLOR, BARRYIMANAGING MEMBERD Control
TAYLOR, BARRYIMANAGING MEMBERD Control

Registrations

Federal

IA
Jan 31, 2019 REGISTERED

Notice Filings (1)

CA

Address

44 MONTGOMERY STREET
SUITE 3030
SAN FRANCISCO, CA 94104
United States
Phone: 415-291-9999