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Integral Financial Planning LLC

● SEC registered since 2024CRD 148097SEC# 801-131517
Export (members)
Reg. AUM
$138.4M
Employees
2
Accounts
353
Location
—

Integral Financial Planning LLC assets under management

Integral Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $138.4 million in regulatory assets under management and employs 2 people.
www.integralfp.comView on SEC.gov ↗

Integral Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Jennifer Lynn Sanchez ControlManaging Member/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Integral Financial Planning LLC manage?

Integral Financial Planning LLC reports $138.4 million in regulatory assets under management on its Form ADV.

How many employees does Integral Financial Planning LLC have?

Integral Financial Planning LLC reports 2 employees.

Does Integral Financial Planning LLC disclose fund performance?

Integral Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone630-219-3315
Fax630-689-0984
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$138.4M
Total (RAUM)$138.4M