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
Integrated Investment Strategies,inc.
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts77ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, TX
Financial Advisors at Integrated Investment Strategies,inc.
1
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 (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.
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