Integrated Financial Services Inc.
Integrated Financial Services Inc. (CRD# 106605) is a financial advisory firm headquartered in , . They manage $90,226,417 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Integrated Financial Services Inc.
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$5,307,436
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Integrated Financial Services Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.