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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

INTEGRAL FINANCIAL SOLUTIONS, LLC

CRD 152926

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:72ef3d12-5588-2c00-9a0e-0aa8dc74718f

Data as of Jan 31, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2015 to Jan 31, 2019
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $166MItem 5.F on the latest filing (2019-01-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $166M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 305
Individual clients: 15
High net worth clients: 66
Custody, client assets: $128M
SEC number: 801-100426
CRD: 152926
Filings on the tape: 5
First filed: Jun 19, 2015
Latest filed: Jan 31, 2019
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOFFMANN, JANET, LYNN	MANAGING MEMBER, CCO	D	yes	12/2009	Jun 19, 2015	Jan 31, 2019
TAYLOR, BARRY	MANAGING MEMBER	D	yes	12/2009	Jun 19, 2015	Jan 31, 2019

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Jan 31, 2019	$166M	$166M	3	2	0	n/a	n/a
2017	Mar 14, 2018	$167M	$167M	3	2	0	n/a	n/a
2016	Mar 27, 2017	$123M	$123M	3	2	n/a	n/a	n/a
2015	Mar 8, 2016	$110M	$110M	3	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$166M	$167M	-0.9%	$110M	14.7%	3	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAND HILL GLOBAL ADVISORS, LLC	2	Jan 31, 2020	Nov 15, 2019	SAN FRANCISCO, CA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (2)

← HOFFMANN, JANET, LYNNOwnerMANAGING MEMBER, CCO, ownership code D, individual
Jun 19, 2015 to presentfactForm ADV
← TAYLOR, BARRYOwnerMANAGING MEMBER, ownership code D, individual
Jun 19, 2015 to presentfactForm ADV

Registered with (3)

← JANET LYNN HOFFMANNAdvisorregistration: previous registration
Mar 16, 2010 to Jan 31, 2020factForm ADV
← BARRY TAYLORAdvisorregistration: previous registration
Mar 16, 2010 to Jan 31, 2020factForm ADV
← ELIZABETH ANNE BARRYAdvisorregistration: previous registration
Aug 12, 2011 to Aug 31, 2012factForm ADV

Moved with (1)

→ SAND HILL GLOBAL ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jan 31, 2020 to Nov 15, 2019factForm ADV

Dated events

Occurred
Jun 19, 2015
First Form ADV filing
Integral Financial Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72ef3d12-5588-2c00-9a0e-0aa8dc74718f
First observed: Jun 19, 2015
Last observed: Jan 31, 2019 93 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRAL FINANCIAL SOLUTIONS, LLC

CRD 152926

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:72ef3d12-5588-2c00-9a0e-0aa8dc74718f

Data as of Jan 31, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOFFMANN, JANET, LYNN

MANAGING MEMBER, CCO

yes

12/2009

Jun 19, 2015

Jan 31, 2019

TAYLOR, BARRY

MANAGING MEMBER

yes

12/2009

Jun 19, 2015

Jan 31, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Jan 31, 2019

$166M

n/a

2017

Mar 14, 2018

$167M

n/a

2016

Mar 27, 2017

$123M

n/a

2015

Mar 8, 2016

$110M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$166M

$167M

-0.9%

$110M

14.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAND HILL GLOBAL ADVISORS, LLC

Jan 31, 2020

Nov 15, 2019

SAN FRANCISCO, CA

Team lift out

RIA to RIA

100.0%