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INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706 · SEC 801-136676
600 E CARMEL DRIVE, SUITE 110, CARMEL, IN, 46032, United States
Phone
317-843-5577
Fax
317-843-5366
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.5M
Discretionary AUM
$104.5M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; TRUST
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)TRUSTS, ESTATE ASSISTANCE, TAX ANALYSIS, CHARITABLE ORGANIZATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $104.5M |
States served
IN
All web addresses on file
Official SEC filing: View on IAPD