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Building 2INTEGRATED FINANCIAL SOLUTIONS, INC.

Map pinRESTON, VA
Phone703-295-9200
NotebookSEC #801-121153
Total AUM
$303.3M
Employees
1
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11872 SUNRISE VALLEY DRIVE
SUITE 200
RESTON
VA 20191
United States
Operating Hours
8:30 A.M. - 6:00 P.M.
Monday - Friday
Phone
703-295-9200

ReceiptFinancials

Total AUM
$303.3M
Accounts
338
Discretionary
$303.3M
Accounts
338
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
116
AUM
$47.2M
HNW Individual Clients
87
AUM
$240.1M
Pension/Profit Sharing Plan Clients
34
AUM
$15.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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