Integrated Planning Strategies

Investment Management • Oklahoma City, Oklahoma, United States • 1-10 Employees

Company overview

Headquarters	701 Cedar lake Blvd., Suite 145, Oklahoma City, Oklahoma 73114, US
Phone number	+14052855111
Website	mattesoninvests.com
NAICS	5231
Founded	2004
Employees	1-10

Key Contact at Integrated Planning Strategies

Jordan Tobin

Business Owner

About Integrated Planning Strategies

Integrated Planning Strategies, LLC is a fee-only registered investment advisory firm. As a fiduciary, IPS serves clients by being their trusted source for objective financial advice. We provide portfolio management services to individuals and 401(k) services to business clients. We manage portfolios using a value investing method. We like to seek out underpriced securities with strong balance sheets, good cash flow, solid dividends and good growth prospects.

Integrated Planning Strategies revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Integrated Planning Strategies has never raised funding before.

Frequently asked questions

Integrated Planning Strategies is located in Oklahoma City, Oklahoma, US.

You can reach Integrated Planning Strategies at +14052855111.

Integrated Planning Strategies was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Integrated Planning Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Integrated Planning Strategies

Jordan Tobin

Business Owner

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