INTEGRATED FINANCIAL PLANNING, P.C.

INTEGRATED FINANCIAL PLANNING, P.C. of DURANGO, CO is an SEC-registered investment adviser (CRD 113253). Regulatory assets under management: $143.1M.

Registration

• CRD: 113253
• SEC file number: 801-116804
• Type: Registered investment adviser
• Location: 1800 EAST 3RD AVENUE, SUITE 103, DURANGO, CO, 81301
• Phone: 970-259-6739
• Latest filing: 2021-01-29
• Regulatory AUM: $143.1M
• Non-discretionary AUM: $143.1M
• Clients: 3
• Accounts: 600

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 113253 on SEC IAPD (source of record)
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