I
$101.4M Total AUM
$101.4M Disc. AUM
-- 3Y CAGR
6 Employees
224 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborMatrix +more
- Established Date
- 07-10-2025
- Office Locations
- 1
Office Locations
19520 W Catawba Ave. Suite 311 Cornelius NC
About Integrative Planning, Inc.
Integrative Planning, Inc. is a Cornelius-based RIA. The firm has been operating for 0 years. Managing $101.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
32 AVG AGE
$33.8M AVG AUM / ADVISOR
$452.6K AVG AUM / CLIENT
0.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Prime Harbor momentum Zenith unison
Client Personas
Oak
Custodian
Timber atlas Bridge vertex Summit Foundation Summit
Fund Managers
Optima radial
Investment Themes
Ridge north Value vertex Fusion Radial
Investment Vehicles
Summit glacier Matrix element
Services
Zenith alpha Frontier timber Delta Radial unison Focus north Vertex Element horizon Timber signal Wave Meridian matrix Bridge peak
Technology
Horizon Glacier Atlas
Owner & Executives
SHAWN PATRICK LEE
Chief Compliance Officer, Managing Member
- CRD
- #5892651
- Ownership
- 75% or more
(393) 857-6662
vector.optima@crestcapital.com
in linkedin.com/in/matrix-value
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW JAMES GIBSON
--
- CRD
- #6254253
(869) 441-9943
focus.ember@valuecapital.com
in linkedin.com/in/timber-wave
Nicholas John Lavella
--
- CRD
- #6661996
(292) 257-7615
fusion.oak@horizoncapital.com
in linkedin.com/in/unison-eagle
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,384,621 | $236,328 |
| Non-Discretionary | $0 | -- |
| Total | $101,384,621 | $236,328 |
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Separately Managed Accounts
Total SMA Asset: $101,384,621
Equity - Exchange:
12.8% Public Funds:
31.9% Cash:
18.8% Equity - OTC:
25.5% Corporate - Investment Grade:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $861,037,777 | 12.8% |
| Public Funds | $2,145,867,584 | 31.9% |
| Cash | $1,264,649,234 | 18.8% |
| Equity - OTC | $1,715,348,696 | 25.5% |
| Corporate - Investment Grade | $739,954,339 | 11.0% |
| Total | $6,726,857,630 | 100.0% |