|
Integrated Financial Strategies LLC
✚
|
|
|---|---|
| CRD # | 165007 |
| SEC # | 801-106490 |
| CIK # | |
| AUM | $198.0 MM (72% Disc, 100% US) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 704-643-5000 |
| Address | 6100 Fairview Road Charlotte, NC 28210 |
| Source |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mullooly Asset Management Inc
✚
|
NJ | 0.2 |
|
HELM Investment Management LLC
✚
|
CO | 0.2 |
|
Hackett Investment Advisors Inc
✚
|
AZ | 0.2 |
|
Beaton Management Co Inc
✚
|
MA | 0.2 |
|
Grant Koehler & Levin Ltd
✚
|
WI | 0.2 |
|
Benchmark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Dragus Capital LLC
✚
|
FL | 0.2 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.2 |
|
BG Associates Inc
✚
|
AZ | 0.2 |
|
Carsonallaria Wealth Management Ltd
✚
|
IL | 0.2 |