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INTEGRATED FINANCIAL STRATEGIES, LLC
CRD 165007 · SEC 801-106490
2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, 33308, United States
Phone
954-526-8339
Fax
754-551-2668
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.0M
Discretionary AUM
$322.0M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 322 | $122.0M |
| High net worth individuals | 152 | $200.0M |
States served
CA, GA, LA, MD, NE, NJ, NY, NC, PA, SC, TN, VA, WI, TX, NH, CT, FL
Official SEC filing: View on IAPD