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INTEGRATIVE PLANNING, INC.

CRD 336307 · SEC 801-133844

Visit website

19520 W CATAWBA AVE., SUITE 311, CORNELIUS, NC, 28031, United States

Phone

(704) 947-8444

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$101.4M

Discretionary AUM

$101.4M

Team

6 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals188$29.8M
High net worth individuals36$71.6M

States served

NC, SC

All web addresses on file

Official SEC filing: View on IAPD