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Integral Financial LLC

Headquartered in CUPERTINO, CA

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Firm Information

Integral Financial LLC is a Limited Liability Company registered in California, Nevada, and Texas, established in February 2002. The firm provides financial planning and portfolio management for individuals and businesses, offering a range of services to help clients reach their financial goals. With over a decade of experience, Integral Financial LLC is dedicated to providing personalized investment advice and building long-term relationships with their clients.

Integral Financial LLC

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

INTEGRAL FINANCIAL LLC has a total of 3 branch locations across the country.
location

SAN JOSE, CA

location

Fremont,, CA

location

CUPERTINO, CA

Advisors at Integral Financial LLC

View All 8 Advisors
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Shubo Wang

CUPERTINO, CA

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Yi-hsin Ho

CUPERTINO, CA

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Weiming Ho

RA

SAN JOSE, CA

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Pin han Lai

CUPERTINO, CA

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Yue Yi

CUPERTINO, CA

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Chi i Huang

SAN JOSE, CA

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Kengming Tien

CUPERTINO, CA

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Yeewing Enid Choi

SAN JOSE, CA

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Disclosures

There are 2 public disclosures for Integral Financial LLC. Review regulatory record here.

Frequently Asked Questions (8)

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