RIA Intel›Advisers›Florida›INTEGRATED FINANCIAL STRATEGIES, LLC

INTEGRATED FINANCIAL STRATEGIES, LLC

Advisory

N·FORT LAUDERDALE, FL

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM
$455M
1-Year AUM Growth
+36.2%
3-Year CAGR
+16.3%
Employees
6
Assets Under Management
Total AUM$455M
Discretionary AUM$380M
Non-Discretionary AUM$75M
Discretionary %83.5%
Total Clients600
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingJul 29, 2015
Latest FilingFeb 25, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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