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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Financial Strategies LLC
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| CRD # | 165007 |
| SEC # | 801-106490 |
| CIK # | |
| AUM | $455.0 M (2025-05-02) |
| Employees | 6 (100% Investors, 33% Brokers) |
| Phone | 704-643-5000 |
| Address | 2400 East Commercial Boulevard Fort Lauderdale, FL 33308 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 135.0 |
| (b) Individuals (high net worth individuals) | 250 | 320.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,400 | 455.0 |
| By Discretionary | ||
| Discretionary | 1,100 | 380.0 |
| Non-Discretionary | 300 | 75.0 |
| Total | 1,400 | 455.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.0 | |
| Total | 1,400 | 455.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
XCEL Wealth Management LLC
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|
FL | 0.5 |
|
Tactive Advisors LLC
✚
|
FL | 0.5 |
|
Cypress Capital Partners LLC
✚
|
IL | 0.5 |
|
RIA Advisory Group LLC
✚
|
IA | 0.5 |
|
Strathmore Capital Advisors Inc
✚
|
NC | 0.5 |
|
Horizon Advisory Services Inc
✚
|
NY | 0.5 |
|
Financial Designs Corporation
✚
|
CA | 0.5 |
|
Quantitative Process LLC
✚
|
NC | 0.5 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |