Integral Financial Planning LLC
● SEC registered since 2024CRD 148097SEC# 801-131517
Reg. AUM
$158M
Employees
2
Accounts
375
Location
—
Integral Financial Planning LLC assets under management
Integral Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $158 million in regulatory assets under management and employs 2 people.
Integral Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Lynn Sanchez Control | Managing Member/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Integral Financial Planning LLC manage?
Integral Financial Planning LLC reports $158 million in regulatory assets under management on its Form ADV.
How many employees does Integral Financial Planning LLC have?
Integral Financial Planning LLC reports 2 employees.
Does Integral Financial Planning LLC disclose fund performance?
Integral Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 630-219-3315 |
| Fax | 630-689-0984 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$158Mregulatory AUM
Discretionary $0Non-discretionary $158M