The INTEGRATED FINANCIAL STRATEGIES is a privately held investment adviser that advises $825.61mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTEGRATED FINANCIAL STRATEGIES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 44.23% over the last 5-years.
The Group has been registered with the SEC for 11.05 years and is comprised of 3 filing and 0 relying advisers. They operate out of 32 office locations with their Headquarters at 2400 EAST COMMERCIAL BOULEVARD SUITE 706, FORT LAUDERDALE, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 60 employees comprised of 57 investment and 3 non-investment staff. The total number of Employees decreased by 10.45% over the last 5-years.
Their $825.61mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 30 other accounts. Assets of Individuals clients own $492.37mn or 59.64% of Total Assets and High Net Worth Individuals own $324.06mn or 39.25% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
INTEGRATED FINANCIAL STRATEGIES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.