INTEGRATED FINANCIAL COACHING AND PLANNING

INTEGRATED FINANCIAL COACHING AND PLANNING is an SEC-registered investment adviser (CRD 324478). Regulatory assets under management: $10.6M.

Registration

• CRD: 324478
• Type: Registered investment adviser
• Phone: 8282223588
• Latest filing: 2026-02-26
• Regulatory AUM: $10.6M
• Discretionary AUM: $9.9M
• Non-discretionary AUM: $660K
• Clients: 1
• Accounts: 63

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324478 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search