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INTEGRAL FINANCIAL SOLUTIONS, LLC
INTEGRAL FINANCIAL SOLUTIONS, LLC
SAN FRANCISCO, California
·
1 registered advisor
·
CRD# 152926
SEC# 801-100426
0
415-291-9999
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INTEGRAL FINANCIAL SOLUTIONS, LLC
1 registered advisor
Barry Taylor
SAN FRANCISCO, California
CRD# 4718531
05
Office Locations
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. INTEGRAL FINANCIAL SOLUTIONS, LLC (CRD# 152926) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.