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
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • 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
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

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.