Integrated Financial Strategies, LLC
Integrated Financial Strategies, LLC is an SEC-registered mass-market adviser in Fort Lauderdale, FL with $322.0M assets under management (AUM, regulatory AUM), -29% over one year. See who owns Integrated Financial Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165007, SEC 801-106490, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $322.0M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Fort Lauderdale, FL
- Employees
- 5
- Clients
- 474
- CRD
- 165007
- Ownership
- BURKE, KELLY, GENE; PRATT, KATHLEEN, MARIE
How much AUM does Integrated Financial Strategies, LLC have?
Integrated Financial Strategies, LLC reported $322.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Integrated Financial Strategies, LLC?
Disclosed owners and executives of Integrated Financial Strategies, LLC include BURKE, KELLY, GENE, PRATT, KATHLEEN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.