Integrative Financial Strategies
Integrative Financial Strategies (CRD# 152068) is a financial advisory firm headquartered in Alamo, CA. They manage $9,000,000 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$219,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Amir Habib (CRD# 1548055) is an Investment Advisor Representative working at Integrative Financial Strategies in Alamo, CA and has over 16 years of experience in the finance industry.