Integrated Financial Strategies, Inc.
Integrated Financial Strategies, Inc. (CRD# 133948) is a financial advisory firm headquartered in San Mateo, CA. They manage $17,750,585 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$493,072
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Antonakos (CRD# 4627391) is an Investment Advisor Representative working at Integrated Financial Strategies, Inc. in San Mateo, CA and has over 15 years of experience in the finance industry.