INTEGRATED FINANCIAL STRATEGIES, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 165007
- Registered since
- August 10, 2015
- Website
- www.ifsinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI62.11%
- Individuals37.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrated Financial Strategies, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm is owned by an individual and focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing model is flexible, combining percentage-of-AUM fees with hourly charges, fixed fees and performance-based arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser by its own filing, and does not operate as a capital allocator or pension consultant.
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 Funds65%
- Exchange Traded Equities25%
- State & Local Bonds10%
Owners & executives
3 of 3KATHLEEN PRATT
Chief Compliance OfficerCRD 7896010
ROY MATTOX
Chief Market Strategist and Portfolio ManagerCRD 1729009
WESLEY MATTOX
Chief Technical StrategistCRD 6332844
Contacts
3 of 3KENNETH MILLER
PresidentCRD 1636304
KELLY BURKE
Managing PartnerCRD 2768537
PHILIP MILLER
Registered RepresentativeCRD 4789108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 2400 E Commercial Blvd
- Time zone
- ET (UTC-5)
- Office locations
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