INTEGRATED PLANNING & INVESTMENTS
Clovis, CA
AUM
$107.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
559-472-3656
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, CLOVIS
2 advisers found
Clovis, CA
AUM
$107.0M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
559-472-3656
Clovis, CA
AUM
$51.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
559-938-0305