Integrated Financial Solutions, Inc.
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 112038
- Registered since
- May 24, 2021
- Website
- www.ifsmd.net
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.17%
- Individuals15.57%
- Pension & Profit Sharing Plans5.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Integrated Financial Solutions, Inc. is an independent, owner-operated registered investment adviser that became SEC-registered in 2021. The firm serves both individual/family and institutional clients and combines advisory work with broker-dealer and insurance-broker activities. Its client-facing services include financial planning, portfolio management for individuals, small businesses and larger business/institutional clients, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds49%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Mehrdad Tafazoli
PresidentCRD 1954754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$13.3M in ETFs
59%
$7.8M
41%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $4.9M | 86,245 | 36.76% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 11872 Sunrise Valley Dr
- Time zone
- ET (UTC-5)
- Office locations
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