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INTEGRATED FINANCIAL SOLUTIONS, INC.

SEC Form ADV profile.

Total regulatory AUM
$303,305,402
Discretionary
$303,305,402
Non-discretionary
$0

Firm details

CRD number
112038
SEC file number
801-121153
Main office
RESTON, VA, United States
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.