INTEGRATED FINANCIAL PLANNING SERVICES
DBA: IFPS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.1M |
| Discretionary | $4.1M100% of AUM |
| Client Accounts | 43 |
| Avg Account Size | $94K |
| Employees | 21 |
| Peak AUM | $4.1MMar 2026 |
AUM by Client Type
Total AUM
$4M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4M | — | — | — | |
| Discretionary AUM | $4M | — | |||
Key Metrics
| Total AUM | $4.1M |
| Discretionary | $4.1M |
| Employees | 21 |
| Client Accounts | 43 |
| Client Range | 26-50 |
Contact & Location
Address
KARLSTR. 20
HEIDELBERG 69117
Germany
Phone
443-450-4543
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerPension Consultant