INTEGRATED FINANCIAL RESOURCES, INC.
Firm details
- Headquarters
- TOLEDO, Ohio
- CRD number
- 110864
- Custodians
- CAPITAL BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Integrated Financial Resources, Inc. operates as an independent registered investment advisor, primarily serving individual and family clients. The firm focuses on providing a range of financial planning services and portfolio management tailored for both individuals and small businesses. Additionally, it offers consulting services for pension plans and publishes periodicals or newsletters to keep clients informed. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
3 of 3ROBERT THOMPSON
Registered RepresentativeCRD 1349425
THOMAS HALSEY
OwnerCRD 1026633
JOHN ROSS
OwnerCRD 1045479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOLEDO, OH
LUCAS
Location
TOLEDO, OH
Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 7261 W Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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