Integrated Financial Solutions, Inc.
Integrated Financial Solutions, Inc. (CRD# 112038) is a financial advisory firm headquartered in Reston, VA. They manage $168,572,947 in 253 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Integrated Financial Solutions, Inc.
By the Numbers
-
Total Assets Under Management169MILLION
-
Total Number of Accounts253ACCOUNTS
-
Average Account Value$666,296
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Integrated Financial Solutions, Inc.
1
Mehrdad Tafazoli (CRD# 1954754) is an Investment Advisor Representative working at Integrated Financial Solutions, Inc. in Reston, VA and has over 34 years of experience in the finance industry.
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