INTEGRATED FINANCIAL SOLUTIONS, PLLC

Overview

Integrated Financial Solutions, PLLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates primarily as a discretionary money manager—$77.0M of its $85.0M in assets are managed on a discretionary basis—but also provides non‑discretionary services, financial planning, pension consulting, and selects other advisers on clients’ behalf. Fee arrangements include percentage of AUM, hourly fees and fixed fees, giving flexibility to match client preferences and engagement scope. As a capital allocator, the firm blends pooled public funds with selected third‑party managers for alternative exposure. Its stated advisory activities and practice profile point to a fund‑centric, manager‑aware approach rather than a bias toward concentrated single‑stock portfolios or ESG mandates (the firm is not an active ESG investor). The mix of services suggests the firm targets clients who want outsourced portfolio management combined with planning and access to external specialists when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices