RIA Intel›Advisers›Ohio›INTEGRATED RETIREMENT INVESTMENT SOLUTIONS, LLC

INTEGRATED RETIREMENT INVESTMENT SOLUTIONS, LLC

Advisory

OH

Data as of Jul 7, 2026 · Source: SEC Form ADV

Average account

$410K

across 26 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients15

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OH, TX

Succession Risk

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

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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

15 clients

2 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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GREAT LAKES FINANCIAL COMPANIES INC.

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CONSERVATIVEMONEY LLC

$10M

EMMAUS INVESTOR SERVICES CORP.

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