Integrated Planning Strategies, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 128804
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.85%
- Individuals2.85%
- Corporations / Businesses2.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrated Planning Strategies, LLC is an Oklahoma-registered independent RIA organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management services focused on individuals, families and small-business owners, and it also works with institutional clients. Its compensation mixes percentage-of-assets-under-management fees with fixed fees. The firm identifies an insurance company affiliation in its filings and does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 701 Cedar Lake Blvd
- Time zone
- CT (UTC-6)
- Office locations
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