|
⚲
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| Integrated Financial Solutions Inc
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|
|
|---|---|
| CRD # | 112038 |
| SEC # | 801-121153 |
| CIK # | |
| AUM | $168.6 MM (2024-02-06) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 703-295-9200 |
| Address | 11872 Sunrise Valley Drive Reston, VA 20191 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 31.2 |
| (b) Individuals (high net worth individuals) | 40 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 45.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 168.6 |
| By Discretionary | ||
| Discretionary | 253 | 168.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 168.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.6 | |
| Total | 253 | 168.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wilen Investment Management Corp
✚
|
FL | 0.2 |
|
Summit Portfolio Management LLC
✚
|
NV | 0.2 |
|
Paladini Financial Advisors LLC
✚
|
TX | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |
|
Valley Brook Capital Group Inc
✚
|
PA | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Dillow Wealth Management LLC
✚
|
IL | 0.2 |
|
Flying Point Financial Inc
✚
|
MA | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |