SEC Form ADV

INTEGRATED FINANCIAL CONSULTING, LLC

Firm profile: Integrated Financial Solutions — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$141.5M
Assets Under Management
8
Total Clients
1
Employees
Get LP Contact Details

Registration Details

Accession
crd-130920
Location
AIRMONT, NY
Filing Date
March 18, 2026
AUM
$141.5M
Total Clients
8
Institutional Clients
2
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

INTEGRATED FINANCIAL CONSULTING, LLC is a registered investment adviser headquartered in AIRMONT, NY, managing approximately $141.5M in assets across 8 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.