Integrated Planning & Investments
Integrated Planning & Investments (CRD# 325172) is a financial advisory firm headquartered in Clovis, CA. They manage $72,000,000 in 377 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Integrated Planning & Investments
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts377ACCOUNTS
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Average Account Value$190,981
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Integrated Planning & Investments
1
Christopher Fide (CRD# 4645536) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 21 years of experience in the finance industry.
2
Jonathan Holt (CRD# 6349697) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 9 years of experience in the finance industry.
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