INTEGRATIVE PLANNING, INC.
INTEGRATIVE PLANNING, INC. of CORNELIUS, NC is an SEC-registered investment adviser (CRD 336307). Regulatory assets under management: $101.4M.
Registration
- CRD: 336307
- SEC file number: 801-133844
- Type: Registered investment adviser
- Location: 19520 W CATAWBA AVE., SUITE 311, CORNELIUS, NC, 28031
- Phone: (704) 947-8444
- Latest filing: 2026-03-31
- Regulatory AUM: $101.4M
- Discretionary AUM: $101.4M
- Clients: 6
- Accounts: 429
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Shawn Patrick Lee | MANAGING MEMBER/CCO | — |
Disclosures (3)
| Initiated | Type | Allegations | Status | Amount |
|---|
| — | civil | — | — | — |
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