CRD: 17935
Integrated Financial Planning Services
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
21 Employees
27 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-13-1986
- Office Locations
- 6
Office Locations
3717 California AVE SW, Unit 102d Seattle WA
565 Washington Avenue Suite 7 North Haven CT
Karlstrasse 20 Heidelberg --
About Integrated Financial Planning Services
Integrated Financial Planning Services is a Heidelberg-based RIA with 6 offices. The firm has been operating for 40 years. Managing $4.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
59 AVG AGE
$1.4M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
18.1 yrs AVG TENURE
21 Employees
3 Advisory Reps
0 RIA Reps
40yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KATHY POIST CUOMO
Operations Principal, Vice President of Finance
- CRD
- #4877600
- Ownership
- Less than 5%
Available
Available
Available
M
MARCIA OLIVIA HUNTINGTON-SELL
Chief Compliance Officer, Compliance Officer
- CRD
- #5534414
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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P
PHILLIP ANDREW BENNETT
--
- CRD
- #3247448
Available
Available
Available
J
JAMES D BLAYLOCK
Advisor
- CRD
- #4111965
Available
Available
Available
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,050,716 | $94,203 |
| Non-Discretionary | $0 | -- |
| Total | $4,050,716 | $94,203 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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