Integrated Financial Solutions, Pllc

Integrated Financial Solutions, Pllc (CRD# 291326) is a financial advisory firm headquartered in Mesa, AZ. They manage $76,427,297 in 244 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7115 E. Baseline Rd. Ste. 110, Mesa, AZ 85209
http://www.silvertreesnp.com/
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • Average Account Value
    $313,227
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, WI

Financial Advisors at Integrated Financial Solutions, Pllc
Showing 1 - 4 of 4 top financial advisors.
1
Roric Griffith, financial advisor Mesa AZ
Roric E. Griffith
CRD#: 2783261
7115 E. Baseline Rd. Ste. 110, Mesa, AZ 85209

Roric Griffith (CRD# 2783261) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 26 years of experience in the finance industry.

2
Sean Harris, financial advisor Scottsdale AZ
Sean A. Harris
CRD#: 4523517
Scottsdale, AZ

Sean Harris (CRD# 4523517) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Scottsdale, AZ and has over 21 years of experience in the finance industry.

3
Robert Smith, financial advisor Mesa AZ
Robert J. Smith
CRD#: 4640693
7115 E. Baseline Rd. Ste. 110, Mesa, AZ 85209

Robert Smith (CRD# 4640693) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 21 years of experience in the finance industry.

4
Joseph Weber, financial advisor Mesa AZ
Joseph A. Weber
CRD#: 4556745
7115 E. Baseline Rd. Ste. 110, Mesa, AZ 85209

Joseph Weber (CRD# 4556745) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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