Integrated Financial Solutions, Inc.

RIASEC Registered

Total AUM

$303M

Discretionary

$303M

100% of AUM

Avg account

$897K

Accounts

338

Employees

Advisory reps

Firm details

Headquarters: Reston, Virginia
CRD number: 112038
Registered since: May 24, 2021
Website: www.ifsmd.net
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.17%
Individuals15.57%
Pension & Profit Sharing Plans5.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Integrated Financial Solutions, Inc. is an independent, privately owned registered investment adviser that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships and offers fee models that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm also maintains business activities as a registered representative of a broker‑dealer and as an insurance broker. Integrated Financial Solutions does not present itself as a capital allocator and is not identified as an active ESG investor or a multistate adviser. Ownership is listed as individual, and the firm is structured as a corporation operating as an independent RIA.