RIA Intel›Advisers›Arizona›INTEGRATED FINANCIAL SOLUTIONS, PLLC

INTEGRATED FINANCIAL SOLUTIONS, PLLC

Advisory

MESA, AZ

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in AZ

#295

of 387 advisers by AUM

Average account

$294K

across 289 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$85M

Discretionary AUM$77M

Non-Discretionary AUM$8M

Discretionary %90.5%

Total Clients289

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

289 clients

68 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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