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INTEGRATED PLANNING LLC
CRD 325050
135 LAURENS STREET SW, SUITE 200, AIKEN, SC, 29801, United States
Phone
803-645-2890
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$76.7M
Discretionary AUM
$76.7M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $34.7M |
| High net worth individuals | 21 | $42.0M |
Official SEC filing: View on IAPD