Integrated Investment Strategies,Inc.
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 122706
- Registered since
- April 24, 2026
- Website
- integratedinvestments.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrated Investment Strategies, Inc. is an independent, privately owned registered investment adviser that works primarily with individual and family clients. The firm provides financial planning and portfolio management services geared to individuals and small businesses. Its compensation mix includes asset-based fees, hourly charges and other fee arrangements. Integrated Investment Strategies does not describe itself as a capital allocator and it does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Contacts
2 of 2Derek Robertson
AdvisorCRD 2827108
Daniel Lubs
AgentCRD 7032080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 600 E Carmel Dr
- Time zone
- ET (UTC-5)
- Office locations
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