INTEGRAL FINANCIAL SOLUTIONS, LLC

INTEGRAL FINANCIAL SOLUTIONS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 152926). Regulatory assets under management: $165.9M.

Registration

• CRD: 152926
• SEC file number: 801-100426
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 152926 on SEC IAPD (source of record)
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