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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Financial Solutions Inc
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|---|---|
| CRD # | 112038 |
| SEC # | 801-121153 |
| CIK # | |
| AUM | $226.6 M (2025-02-18) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 703-295-9200 |
| Address | 11872 Sunrise Valley Drive Reston, VA 20191 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 68.8 |
| (b) Individuals (high net worth individuals) | 46 | 106.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 51.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 226.6 |
| By Discretionary | ||
| Discretionary | 300 | 226.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 226.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 226.4 | |
| Total | 300 | 226.6 |
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|---|---|---|
|
Signature Financial Services Ltd
✚
|
IL | 0.2 |
|
North Star Advisory Group LLC
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OH | 0.2 |
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Brendel Financial Advisors LLC
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NH | 0.2 |
|
True Wealth Advisory Group LLC
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FL | 0.2 |
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Madrone Investment Advisory LLC
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|
CQ Wealth Advisors Inc
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Hunter Lewis LLC
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|
VA | 0.2 |
|
Redwood Financial Network Corp
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|
OH | 0.2 |
|
724 Capital LLC
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|
0.2 | |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |