Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 18
Average Client Assets: $5.9 million
Frequently Asked Questions
INTEGRATED FINANCIAL SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106605), INTEGRATED FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
INTEGRATED FINANCIAL SERVICES INC serves 18 high-net-worth clients according to their SEC filing dated January 29, 2018. View client details ↓
According to their SEC Form ADV, INTEGRATED FINANCIAL SERVICES INC offers financial planning and portfolio management for individuals. View all service details ↓
INTEGRATED FINANCIAL SERVICES INC manages $107 million in client assets according to their SEC filing dated January 29, 2018.
According to their SEC Form ADV, INTEGRATED FINANCIAL SERVICES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $5.9 million
Total Client Accounts: 18
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 106605
Filing ID: 1169422
Last Filing Date: 2018-01-29 11:22:00