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Building 2INTEGRATED FINANCIAL SERVICES INC

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Phone203-226-3477
NotebookSEC #801-42435
Total AUM
$90.2M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
203-226-3477

ReceiptFinancials

Total AUM
$90.2M
Accounts
17
Discretionary
$0
Accounts
0
Non-Discretionary
$90.2M
Accounts
17

ContactClients

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HNW Individual Clients
17
AUM
$90.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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