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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $219,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Integrative Financial Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Amir M. Habib
CRD#: 1548055
22 Sugarloaf Terrace, Alamo, CA 94507
93
Wealthminder
score

Amir Habib (CRD# 1548055) is an Investment Advisor Representative working at Integrative Financial Strategies in Alamo, CA and has over 15 years of experience in the finance industry.

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