LP Profile

Integrated Financial Solutions

Also known as integrated financial solutions

Wealth ManagerReston, United StatesFounded 2001
$322M
Assets Under Management
Reston
Headquarters
Investment Focus

About Integrated Financial Solutions

Integrated Financial Solutions is a wealth manager based in Reston, US. Founded in 2001.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Integrated Financial Solutions from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$303.3M
Total Clients
338
Filing Date
February 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Integrated Financial Solutions?

Integrated Financial Solutions is a wealth manager based in Reston, United States, managing approximately $322M in assets.

Where is Integrated Financial Solutions headquartered?

Integrated Financial Solutions is headquartered in Reston, United States.

How much does Integrated Financial Solutions manage?

Integrated Financial Solutions manages approximately $322M in assets under management.

When was Integrated Financial Solutions founded?

Integrated Financial Solutions was founded in 2001.

How can I contact Integrated Financial Solutions?

Verified contact details, key decision-makers, and investment preferences for Integrated Financial Solutions are available on LPbacked. Create a free account to access them.