INTEGRAL FINANCIAL LLC

Overview

Integral Financial LLC is organized as a limited liability company and operates primarily as an independent broker‑dealer with an owner who is an individual. The firm’s public profile shows a mix of brokerage and advisory activity: it functions as a broker‑dealer and registered representative, distributes insurance products, and provides advisory services that include financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee model is hybrid — the firm uses percentage‑of‑AUM fees, hourly charges and commission‑based compensation — which aligns with a dual broker/adviser business model. Integral Financial LLC is not listed as a capital allocator and is not identified as an active ESG investor or a multi‑state RIA. The combination of brokerage, registered‑rep distribution and insurance activity indicates the firm’s primary emphasis is on product distribution (mutual funds, insurance/annuity products) and fee‑based planning rather than operating a large, centralized asset management platform.

Assets & Accounts

Investments & Alternatives

Location & Offices