# INTEGRAL FINANCIAL SOLUTIONS, LLC

INTEGRAL FINANCIAL SOLUTIONS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152926
- Type: SEC-registered investment adviser
- SEC file number: 801-100426
- Location: 44 MONTGOMERY STREET, SUITE 3030, SAN FRANCISCO, CA, 94104
- Phone: 415-291-9999
- Latest filing: 2019-01-31
- Regulatory AUM: $165.9M
- Discretionary AUM: $165.9M
- Clients: 3
- Accounts: 305

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR BARRY | MANAGING MEMBER | — |
| HOFFMANN JANET LYNN | MANAGING MEMBER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152926/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152926/similar
- Related entities: https://search.stillhousedata.com/firm/152926/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152926

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.