SEC Form ADV

INTEGRATED FINANCIAL STRATEGIES, LLC

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

Registered Investment AdviserFL
$322.0M
Assets Under Management
46
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-165007
Location
FORT LAUDERDALE, FL
Filing Date
March 31, 2026
AUM
$322.0M
Total Clients
46
Amendment
No

About this Adviser

INTEGRATED FINANCIAL STRATEGIES, LLC is a registered investment adviser headquartered in FORT LAUDERDALE, FL, managing approximately $322.0M in assets across 46 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.