INTEGRATIVE PLANNING, INC.
CRD #336307 SEC #801-133844 CORNELIUS, NC (704) 947-8444
SEC Registered
Total AUM
$100.2M
Discretionary
$100.2M
Employees
2
Clients
0
Accounts
412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $100.2M | $100.2M | $0 | 2 | 0 |
DateNov 2025
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees2
Clients0