Integrative Planning, Inc.

EST. AUM
$101,384,621

CONTACTS
1

CLIENT ACCOUNTS
429

Firm Details

Metro area Charlotte
CRD Number 336307
Website
Client types

Overview

Integrative Planning, Inc. is a Registered Investment Adviser (RIA) based in Cornelius, North Carolina. Founded by Shawn Lee, the firm provides personalized financial planning and investment management services. It operates independently, offering fiduciary advice tailored to individual clients, and is registered with the SEC under CRD #336307.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Integrative Planning, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company