IP
RIA · CRD 128804State-Registered Investment Adviser
Updated:
Integrated Planning Strategies
INTEGRATED PLANNING STRATEGIES, LLC is a state-registered investment adviser in OKLAHOMA CITY, OK. The firm manages $12 million in assets, $11 million on a...
Overview
INTEGRATED PLANNING STRATEGIES, LLC is a state-registered investment adviser in OKLAHOMA CITY, OK. The firm manages $12 million in assets, $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Financial Services
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