INTEGRATED FINANCIAL SOLUTIONS, INC.

Tel: 703-295-9200 11872 Sunrise Valley Drive Suite 200 Reston, Virginia 20191

About INTEGRATED FINANCIAL SOLUTIONS, INC.

INTEGRATED FINANCIAL SOLUTIONS, INC. is a Reston, Virginia based financial advisory firm with nearly $226,550,434 in assets under management and provides investment advisory services for 300 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

112038

Firm SEC#:

801-121153

Assets Under Management:

$226,550,434

No. of Clients:

300

No. of Advisors:

Employees Providing Investment Advice:

SEC Registration Status:

Approved since May 24, 2021

Website:

ifnadvisors.com

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Clients by Type

Client Type	Clients	Assets Under Management
Individuals (other than high net worth)	164	$68,805,559
High net worth individuals	46	$106,271,324
Pension and profit sharing plans	35	$51,185,120
Corporations or other businesses	–	$288,431

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