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Home > Retirement Planners > virginia > reston > INTEGRATED FINANCIAL SOLUTIONS, INC.
INTEGRATED FINANCIAL SOLUTIONS, INC.
11872 Sunrise Valley Drive
Suite 200
Reston, Virginia 20191
Tel: 703-295-9200
About INTEGRATED FINANCIAL SOLUTIONS, INC.
INTEGRATED FINANCIAL SOLUTIONS, INC, formally registered with the SEC as INTEGRATED FINANCIAL SOLUTIONS, INC. The firm was established in 05/24/2021. They have over 1 offices throughout the country.
INTEGRATED FINANCIAL SOLUTIONS, INC. is a Reston, Virginia based Financial Planning firm with nearly $226,550,434 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112038 |
| SEC# | 801-121153 |
| Assets Managed by Firm | $226,550,434 |
| No. of Clients | 300 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 300 | $226,550,434 |
| Individuals (other than high net worth individuals) | 164 | $68,805,559 |
| High net worth individuals | 46 | $106,271,324 |
| Pension and profit sharing plans | 35 | $51,185,120 |
| Corporations or other businesses | Fewer than 5 clients | $288,431 |
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