# INTEGRATED PLANNING & INVESTMENTS

INTEGRATED PLANNING & INVESTMENTS of CLOVIS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 325172
- Type: SEC-registered investment adviser
- Location: 1606 CLOVIS AVE., CLOVIS, CA, 93612
- Phone: 559-472-3656
- Latest filing: 2026-01-26
- Regulatory AUM: $107.0M
- Discretionary AUM: $107.0M
- Clients: 2
- Accounts: 427

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325172/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325172/similar
- Related entities: https://search.stillhousedata.com/firm/325172/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325172

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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.