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INTEGRATED FINANCIAL RESOURCES, INC.
CRD 110864 · SEC 801-69537
7261 W. CENTRAL AVENUE, TOLEDO, OH, 43617, United States
Phone
419-842-1505
Fax
419-846-1406
Registration
— (—)
Source
State registered
Total AUM
$11.3M
Discretionary AUM
$11.3M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-07-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $11.3M |
Official SEC filing: View on IAPD