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, privately owned registered investment adviser that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships and offers fee models that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm also maintains business activities as a registered representative of a broker‑dealer and as an insurance broker. Integrated Financial Solutions does not present itself as a capital allocator and is not identified as an active ESG investor or a multistate adviser. Ownership is listed as individual, and the firm is structured as a corporation operating as an independent RIA.
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 7Active vs passive
$13.8M in ETFs
56%
$7.7M
44%
$6.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $5M | 89,295 | 36.48% |
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
Similar firms
Preston Wealth Advisors, LLC
RIAReston, VA
Piedmont Wealth Advisory
RIAReston, VA
Investology Inc.
RIAReston, VA
Sentinel Wealth Management, Inc.
RIAReston, VA
Buchanan Wealth Management
RIAReston, VA
T.M. Wealth Management
RIAReston, VA