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INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038 · SEC 801-121153
11872 SUNRISE VALLEY DRIVE, SUITE 200, RESTON, VA, 20191, United States
Phone
703-295-9200
Fax
703-295-8649
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.3M
Discretionary AUM
$303.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $47.2M |
| High net worth individuals | 87 | $240.1M |
| Pension/profit sharing plans | 34 | $15.9M |
States served
MD, VA
All web addresses on file
Official SEC filing: View on IAPD