I
CRD: 128804
Integrated Planning Strategies, LLC
$12.5M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-02-2003
- Office Locations
- 1
Office Locations
-- Oklahoma City OK
About Integrated Planning Strategies, LLC
Integrated Planning Strategies, LLC is a Oklahoma City-based RIA. The firm has been operating for 22 years. Managing $12.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Legacy Timber harbor
Investment Themes
Summit Value peak
Investment Vehicles
Frontier vital
Services
Vertex Crest capital Atlas eagle
Owner & Executives
C
CHRISTOPHER LEE MATTESON
Chief Compliance Officer, Investment Advisor
- CRD
- #3188106
- Ownership
- 75% or more
(478) 354-5883
unison.eagle@radialcapital.com
in linkedin.com/in/pathway-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,299,242 | -- |
| Non-Discretionary | $1,176,420 | -- |
| Total | $12,475,662 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,475,662
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $6,585,042,412 | 100.0% |
| Total | $6,585,042,412 | 100.0% |