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Paul Alan Lemon

INTEGRATED FINANCIAL PLANNING, P.C.·DURANGO, Colorado
Unclaimed Profile
1800 EAST 3RD AVENUE, SUITE 103, DURANGO, CO 81301CRD# 2525281Firm CRD# 113253
01

About

Paul Alan Lemon is a registered financial advisor based in DURANGO, Colorado, affiliated with INTEGRATED FINANCIAL PLANNING, P.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INTEGRATED FINANCIAL PLANNING, P.C.
INTEGRATED FINANCIAL PLANNING, P.C.
AUM
$143M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INTEGRATED FINANCIAL PLANNING, P.C. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2525281
Firm CRD# 113253
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Alan Lemon offer?
Paul Alan Lemon specializes in Financial Planning, Investment Management. Contact their office in DURANGO, Colorado for a consultation.
What are Paul Alan Lemon's credentials?
Paul Alan Lemon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Alan Lemon located?
Paul Alan Lemon is based in DURANGO, Colorado, working with INTEGRATED FINANCIAL PLANNING, P.C.. Their office serves clients in the DURANGO metropolitan area and surrounding communities.
How does Paul Alan Lemon charge for services?
Paul Alan Lemon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED FINANCIAL PLANNING, P.C.?
INTEGRATED FINANCIAL PLANNING, P.C. has approximately 3 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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