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| Keyboard |
| Integrated Financial Planning Services
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|---|---|
| CRD # | 17935 |
| SEC # | 801-132001 |
| CIK # | |
| AUM | 4.1 M (2026-05-05) |
| Employees | 21 (14% Investors, 95% Brokers) |
| Fees | |
| Minimum | |
| Phone | 443-450-4543 |
| Address | Karlstr 20 Heidelberg, Germany |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 4.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 4.1 |
| By Discretionary | ||
| Discretionary | 43 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 43 | 4.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
QuantCore Capital Management LLC
✚
|
5.0 M | |
|
Centerfin Inc
✚
|
NY | 4.4 M |
|
Up Financial USA Inc
✚
|
4.1 M | |
|
Pensionbee Inc
✚
|
4.0 M | |
|
Meta Investment Management Company LLC
✚
|
NY | 3.9 M |
|
Blue Chip Finance LLC
✚
|
3.8 M | |
|
Kin Stewards LLC
✚
|
3.4 M | |
|
Wealthface LLC
✚
|
3.1 M | |
|
Invex Next LLC
✚
|
FL | 3.0 M |
|
Golden Jade Capital Management LLC
✚
|
2.9 M |