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Building 2INTEGRATED FINANCIAL STRATEGIES, LLC

Map pinFORT LAUDERDALE, FL
Phone954-526-8525
NotebookSEC #801-106490
Total AUM
$322M
Employees
5
Clients
474

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 EAST COMMERCIAL BOULEVARD
SUITE 706
FORT LAUDERDALE
FL 33308
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
954-526-8525
Other Offices
3

ReceiptFinancials

Total AUM
$322M
Accounts
46
Discretionary
$322M
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
322
AUM
$122M
HNW Individual Clients
152
AUM
$200M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMDNCNENHNJNYPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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