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INTEGRATED CAPITAL PLANNING LLC
CRD 131574
550 SW INDUSTRIAL WAY, SUITE 201, BEND, OR, 97702, United States
Phone
503-575-9174
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.9M
Discretionary AUM
$29.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.8M |
| High net worth individuals | 23 | $24.2M |
All web addresses on file
Official SEC filing: View on IAPD