Integrated Financial Planning Services

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CAFR Data
Integrated Financial Planning Services
CRD #17935
SEC #801-77738
CIK #
AUM $0.0 MM (0% Disc, 0% US)
Employees45 (0% Investors, 91% Brokers)
Phone443-450-4543
AddressKarlstr 20
Heidelberg, 69117
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02011201420172020
Comparable Firms State AUM ($BB)
White Knight Strategic Wealth Advisors LLC
NJ
0.0
Northfront Financial USA Inc
0.0
Interest Financial LLC
FL
0.0
Freeman Capital Advisors LLC
NC
0.0
Inscription Family Office LLC
TX
0.0
Investment Research Partners LLC
PA
0.0
Oliver Investments LLC
MA
0.0
Hoosier Financial Planning LLC
IN
0.0
Jeppson Wealth Management LLC
CA
0.0
Planning Solutions International LLC
FL
0.0
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