Adviser Profile

As of Date 06/26/2020
Registration status Registration Changed to INTEGRATED FINANCIAL PLANNING SERVICES
ADV Location HEIDELBERG, Germany
AUM* 0
of that, discretionary
Number of Employees 29
of those in investment advisory functions
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees