Integral Financial Solutions LLC

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CAFR Data
Integral Financial Solutions LLC
CRD #152926
SEC #801-100426
CIK #
AUM $165.9 MM (100% Disc, 100% US, 2019-01-31)
Employees3 (67% Investors, 0% Brokers)
Phone415-291-9999
Address44 Montgomery Street
San Francisco, CA 94104
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402011201420172020
Comparable Firms State AUM ($BB)
Huber Weakland & Associates Inc
MD 0.2
Lanier Asset Management LLC
KY 0.2
Wallace Advisory Group LLC
CA 0.2
De Santis Capital Management LP
CA 0.2
Innealta Capital LLC
TX 0.2
Seed Planning Group LLC
NY 0.2
Barker Financial Group Inc
MA 0.2
Integre Asset Management LLC
NY 0.2
Yolles Investment Management Inc
MI 0.2
Ball & Company
CA 0.2
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