I
$76.7M Total AUM
$76.7M Disc. AUM
-- 3Y CAGR
2 Employees
161 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2023
- Office Locations
- 1
Office Locations
135 Laurens Street SW Suite 200 Aiken SC
About Integrated Planning LLC
Integrated Planning LLC is a Aiken-based RIA. The firm has been operating for 3 years. Managing $76.7M in total assets under management, with 2 advisory representatives. They custody assets with SEI.
Team overview
31 AVG AGE
$38.3M AVG AUM / ADVISOR
$476.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Brandon Hasting Williams
Chief Compliance Officer, Managing Member
- CRD
- #6713265
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
W
William Fitzhugh Kemp
--
- CRD
- #7858005
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,691,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,691,509 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing