Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > turlock > INTEGRAL WEALTH MANAGEMENT
INTEGRAL WEALTH MANAGEMENT
605 E Main Street
Turlock, California 95380
Tel: 209-633-3101
About INTEGRAL WEALTH MANAGEMENT
INTEGRAL WEALTH MANAGEMENT, formally registered with the SEC as INTEGRAL WEALTH MANAGEMENT. The firm was established in 05/07/2008. They have over 2 offices throughout the country.
INTEGRAL WEALTH MANAGEMENT is a Turlock, California based Financial Planning firm with nearly $535,767,979 assets under management, offering retirement planning & investment advisory services to 957 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146569 |
| SEC# | 801-69114 |
| Assets Managed by Firm | $535,767,979 |
| No. of Clients | 957 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 957 | $535,767,979 |
| Individuals (other than high net worth individuals) | 261 | $94,449,834 |
| High net worth individuals | 138 | $425,494,308 |
| Pension and profit sharing plans | 10 | $6,469,763 |
| Charitable organizations | Fewer than 5 clients | $2,419,656 |
| Corporations or other businesses | Fewer than 5 clients | $6,934,418 |
More Retirement Planning firms in Turlock, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Turlock, California