INTEGRATED FINANCIAL SOLUTIONS, INC. - Financial Advisor in Virginia, Reston

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:

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

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