Integrated Retirement Strategies

Integrated Retirement Strategies (CRD# 142969) is a financial advisory firm headquartered in , . They manage $34,785,436 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $362,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, OR

Financial Advisors at Integrated Retirement Strategies
Showing 1 - 1 of 1 top financial advisors.
1
David W. Peterson
CRD#: 1803411
Oregon City, OR

David Peterson (CRD# 1803411) is an Investment Advisor Representative working at Integrated Retirement Strategies in Oregon City, OR and has over 34 years of experience in the finance industry.

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