SEC Form ADV

INTEGRATED FINANCIAL SOLUTIONS, INC.

Registered Investment AdviserVA
$303.3M
Assets Under Management
338
Total Clients
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Registration Details

Accession
CRD-112038
Location
RESTON, VA
Filing Date
February 9, 2026
AUM
$303.3M
Total Clients
338
Amendment
No

About this Adviser

INTEGRATED FINANCIAL SOLUTIONS, INC. is a registered investment adviser headquartered in RESTON, VA, managing approximately $303.3M in assets across 338 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.