Integrated Financial Strategies, Inc.
Integrated Financial Strategies, Inc. (CRD# 133948) is a financial advisory firm headquartered in San Mateo, CA. They manage $71,226,080 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Integrated Financial Strategies, Inc.
By the Numbers
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Total Assets Under Management71MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$5,087,577
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
CA
Financial Advisors at Integrated Financial Strategies, Inc.
1
John Antonakos (CRD# 4627391) is an Investment Advisor Representative working at Integrated Financial Strategies, Inc. in San Mateo, CA and has over 21 years of experience in the finance industry.
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