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Integrated Planning & Investments
INTEGRATED PLANNING & INVESTMENTS is a state-registered investment adviser in Clovis, CA. The firm manages approximately $107 million in regulatory assets.
Overview
INTEGRATED PLANNING & INVESTMENTS is a state-registered investment adviser in Clovis, CA. The firm manages approximately $107 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
City
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Frequently asked questions
What regulatory structure does Integrated Planning & Investments operate under?
The firm is a registered investment advisor (RIA), registered with either the SEC or state securities authorities. This registration requires a fiduciary standard of care, meaning the firm must act in its clients' best interests at all times.
What is the firm's geographic coverage?
Integrated Planning & Investments serves clients primarily in the United States. No international offices or non-U.S. client operations are mentioned in any available records.
What investment stages does the firm typically target?
The firm's investment approach is holistic, spanning all lifecycle stages of client wealth—from accumulation through distribution. Specific stage preferences (e.g., growth, venture, buyout) are not defined in public materials.
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