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Integrated Financial Strategies, LLC
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Pompano, Florida
$225.0 million AUM
3 offices

Integrated Financial Strategies, LLC is based in Pompano, Florida and has $225.0 million in assets under management.

Location
360 SE 12th Street
Pompano, FL 33060
$225.0 million
AUM
6
Employees
AUM Share
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$225,000,000
Assets under management
593 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 200 $125,000,000 56% $625,000
High net worth individuals 50 $100,000,000 44% $2,000,000
Employees Share
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6
Employees
4
Investment analysts
67% of total employees
AUM per employee Share
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$225,000,000
Assets under management
$37,500,000
AUM per employee
$56,250,000
AUM per investment analyst
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Compensation

Integrated Financial Strategies, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Integrated Financial Strategies, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 165,007
SEC number 801-106490
Legal structure Limited Liability Company
Legal governance North Carolina, United States
Latest ADV filing date March 06, 2020

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