IF
Integral Financial Counselors Llc
State-registered
Investment Adviser
CRD 305569
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ADV data as of Oct 04, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 1 | — | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Al Rizek | Registered representative | Feb 2020 (7y) | ||
| Al Francisco Rizek Fontane | Registered representative | Feb 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/04/2025 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 04, 2025.
View current Form ADV (SEC/IAPD) ↗