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INTEGRATED PLANNING & INVESTMENTS
CRD 325172
1606 CLOVIS AVE., CLOVIS, CA, 93612, United States
Phone
559-472-3656
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.0M
Discretionary AUM
$107.0M
Team
2 total employees; 2 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $52.0M |
| High net worth individuals | 45 | $49.0M |
| Corporations/business entities | 13 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD