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INTEGRATED FINANCIAL STRATEGIES, INC.
CRD 133948
177 BOVET ROAD, SUITE 600, SAN MATEO, CA, 94402, United States
Phone
650-638-2321
Fax
650-638-1050
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.4M |
| High net worth individuals | 7 | $71.4M |
| Charitable organizations | 1 | $1.2M |
Official SEC filing: View on IAPD