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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=20.0

Regulatory AUM

$4.1MItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$4.1M

Private client RAUM

$4.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$2.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

21

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

43

Individual clients

27

High net worth clients

0

SEC number

801-132001

CRD

17935

Filings on the tape

18

First filed

Mar 6, 2013

Latest filed

May 5, 2026

Organised

Corporation, NV

Website

ifpsonline.com

• Occurred

  Mar 6, 2013
  First Form ADV filing

  Integrated Financial Planning Services filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bed22832-07a6-c0ce-df27-a1249bc71925

First observed

Mar 6, 2013

Last observed

May 5, 2026 4 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.