INTEGRATED FINANCIAL SOLUTIONS, INC.

RIASEC RegisteredEst. 2021

Total AUM

$303M

Discretionary

$303M

100% of AUM

Avg account

$897K

Accounts

338

Employees

Advisory reps

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

FINTRX

Overview

Integrated Financial Solutions, Inc. is an independent registered investment adviser formed as a corporation and SEC-registered in 2021. The firm is owned by an individual and serves both individual/family and institutional clients. It combines advisory work with broker-dealer and insurance brokerage activity, operating as a registered representative of a broker-dealer while also offering insurance distribution. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Integrated Financial Solutions does not identify as an ESG-focused investor, does not operate as a multi-state adviser, and is not positioned as a third-party capital allocator.