INTEGRATED PLANNING & INVESTMENTS

INTEGRATED PLANNING & INVESTMENTS of CLOVIS, CA is an SEC-registered investment adviser (CRD 325172). Regulatory assets under management: $107.0M.

Registration

• CRD: 325172
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search