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INTEGRATED PLANNING & INVESTMENTS

Advisory

CLOVIS, CA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in CA
#2,724
of 5,480 advisers by AUM
Average account
$251K
across 427 accounts
AUM per adviser
$54M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$107M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$107M
Discretionary AUM$107M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients218
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

GLOBAL FIXED INCOME PARTNERS,LLC.
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$107M
+46.6% 1Y
MUSE CAPITAL MANAGEMENT LLC
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$107M
BREAKWATER INVESTMENT GROUP, LLC
NEWPORT BEACH, CA
$107M
VIEW RIDGE CAPITAL MANAGEMENT, LP
SAN FRANCISCO, CA
$107M
-33.0% 1Y
ELLA FINANCIAL ADVISING LLC
OAKLAND, CA
$107M
KING FINANCIAL INCORPORATED
$107M

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