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INTEGRATED FINANCIAL SOLUTIONS, PLLC
CRD 291326
7115 E. BASELINE RD. STE. 110, MESA, AZ, 85209, United States
Phone
(855) 275-4437
Fax
480-634-1360
Registration
— (—)
Source
State registered
Total AUM
$85.0M
Discretionary AUM
$77.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $32.9M |
| High net worth individuals | 68 | $52.1M |
All web addresses on file
Official SEC filing: View on IAPD