INTEGRATED FINANCIAL PLANNING SERVICES
SEC file number 801-77738
https://integratedpwm.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
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Discretionary AUM
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Employees
29
Clients
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Firm
- Address
- KARLSTR. 20
HEIDELBERG, 69117 - Phone
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- Website
- https://integratedpwm.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- FSB Financial Services, Inc. Medium name-match confidence · CIK 1671206 · IA
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FSB Financial Services, Inc. · D · Sep 8, 2026$13.3M
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FSB Financial Services, Inc. · D · May 15, 2026$30M