Overview
Assets Under Management: $227 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
INTEGRATED FINANCIAL SOLUTIONS, 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 #112038), INTEGRATED FINANCIAL SOLUTIONS, INC. is subject to fiduciary duty under federal law.
INTEGRATED FINANCIAL SOLUTIONS, INC. is headquartered in RESTON, VA.
INTEGRATED FINANCIAL SOLUTIONS, INC. serves 46 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, INTEGRATED FINANCIAL SOLUTIONS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INTEGRATED FINANCIAL SOLUTIONS, INC. manages $227 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, INTEGRATED FINANCIAL SOLUTIONS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 300
Discretionary Accounts: 300
Regulatory Filings
CRD Number: 112038
Last Filing Date: 2025-02-18 00:00:00
Website: https://ifnadvisors.com