Integrated Investment Strategies,inc.

Integrated Investment Strategies,inc. (CRD# 122706) is a financial advisory firm headquartered in Carmel, IN. They manage $55,200,000 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 E Carmel Drive, Suite 110, Carmel, IN 46032
https://www.integratedinvestments.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $716,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Integrated Investment Strategies,inc.
Showing 1 - 2 of 2 top financial advisors.
1
Curtis Robertson, financial advisor Indianapolis IN
Curtis H. Robertson
CRD#: 401245
9465 Counselor's Row, Suite 200, Indianapolis, IN 46240

Curtis Robertson (CRD# 401245) is an Investment Advisor Representative working at Integrated Investment Strategies,inc. in Indianapolis, IN and has over 33 years of experience in the finance industry.

2
Daniel Lubs, financial advisor Carmel IN
Daniel Lubs
CRD#: 7032080
600 E Carmel Drive, Suite 110, Carmel, IN 46032

Daniel Lubs (CRD# 7032080) is an Investment Advisor Representative working at Integrated Investment Strategies,inc. in Carmel, IN and has over 3 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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