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IFPS
INTEGRATED FINANCIAL PLANNING SERVICES
CRD 17935 · SEC 801-132001
KARLSTR. 20, HEIDELBERG, MD, 69117, Germany
Phone
443-450-4543
Fax
443-276-2531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.1M
Discretionary AUM
$4.1M
Team
21 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $4.1M |
States served
MD
All web addresses on file
Official SEC filing: View on IAPD