Integrated Financial Strategies, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 165007
- Registered since
- August 10, 2015
- Website
- www.ifsinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrated Financial Strategies, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2015. The firm is privately owned by an individual and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based structures. The firm does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities25%
- State & Local Bonds10%
Owners & executives
2 of 2
Kelly Burke
Founder & CEOCRD 2768537
Kathleen Pratt
Chief Compliance OfficerCRD 7896010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 2400 E Commercial Blvd
- Time zone
- ET (UTC-5)
- Office locations
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