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Intregrative Planning, Inc.

● SEC registered since 2025CRD 336307SEC# 801-133844Cornelius, NC
Export (members)
Reg. AUM
—
Employees
2
Accounts
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Location
Cornelius, NC

Intregrative Planning, Inc. assets under management

Intregrative Planning, Inc. is a registered investment adviser overseen by the SEC based in Cornelius, NC. The firm has been registered since 2025. It employs 2 people.
myintegrativeplanning.comView on SEC.gov ↗

Intregrative Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Shawn Patrick Lee ControlManaging Member/CcoOver 75%2025

Frequently asked questions

How many employees does Intregrative Planning, Inc. have?

Intregrative Planning, Inc. reports 2 employees.

Where is Intregrative Planning, Inc. located?

Intregrative Planning, Inc. is based in Cornelius, NC and has been SEC-registered since 2025.

Does Intregrative Planning, Inc. disclose fund performance?

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

Contact & registration

Address19520 W Catawba Ave., Suite 311, Cornelius, NC 28031
Phone(704) 947-8444
Office hours8A-5P
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes