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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, SHAWN, PATRICK | I | MANAGING MEMBER/CCO | E | Control |
| LEE, SHAWN, PATRICK | I | MANAGING MEMBER/CCO | E | Control |
| LEE, SHAWN, PATRICK | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (2)
NC SC
Address
19520 W CATAWBA AVE.SUITE 311
CORNELIUS, NC 28031
United States
Phone: (704) 947-8444