Integrated Financial Planning, P.C. (Durango)

Name: Integrated Financial Planning, P.C.
Address: 1800 East 3 Rd Avenue, Suite 103, Durango, CO, 81301
Telephone: 970-259-6739

Integrated Financial Planning, P.C. is a large advisory firm based in Durango. It manages $109.55 million of regulatory assets for 495 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Colorado, Iowa, New Mexico, and Texas.

Integrated Financial Planning, P.C provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrated Financial Planning, P.C: assets under management

The assets under management (AUM) of Integrated Financial Planning, P.C. is $109.55 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 50% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 28% of the firm’s portfolio. Investments in investment and business development companies form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrated Financial Planning, P.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Alan Lemon serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Paul Alan Lemon is high net worth individuals with 40 clients and $68.75 million of assets under management. Among the 6 most similar advisory firms, Integrated Financial Planning, P.C has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $109.55 million for 135 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Integrated Financial Planning, P.C doesn't advise any private funds.

Careers at Integrated Financial Planning, P.C.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Alan Lemon	President/cco	1 Dec 1998	75% - 100%	2525281

Based in Durango

The principal office where Integrated Financial Planning, P.C. performs its advisory services is located at 1800 East 3 Rd Avenue, Suite 103, Durango, CO 81301, which is also the mailing address of the firm. An additional office of the firm is in Indianola, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-259-6739 or by fax 970-375-6388. The normal business hours are 8:00-12:00, 1:00-5:00 on Monday - Friday. You can find more information about the New York firm at tenweeks.com and its LinkedIn profile.