Integrated Financial Strategies, LLC is based in Pompano, Florida and has $225.0 million in assets under management.
|Type of client||Clients||AUM||Percent of total AUM||Average investment size|
|High net worth individuals||50||$100,000,000||44%||$2,000,000|
Integrated Financial Strategies, LLC makes money through the following ways:
Integrated Financial Strategies, LLC provides the following services:
|Legal structure||Limited Liability Company|
|Legal governance||North Carolina, United States|
|Latest ADV filing date||March 06, 2020|