Integrated Financial Strategies, Inc.

Integrated Financial Strategies, Inc. (CRD# 133948) is a financial advisory firm headquartered in San Mateo, CA. They manage $17,156,301 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $553,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Integrated Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John P. Antonakos
CRD#: 4627391
177 Bovet Road, Suite 600, San Mateo, CA 94402
93
Wealthminder
score

John Antonakos (CRD# 4627391) is an Investment Advisor Representative working at Integrated Financial Strategies, Inc. in San Mateo, CA and has over 13 years of experience in the finance industry.

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