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INTEGRATED FINANCIAL SOLUTIONS, INC.
Tel: 703-295-9200
11872 Sunrise Valley Drive Suite 200
Reston, Virginia 20191
INTEGRATED FINANCIAL SOLUTIONS, INC.
INTEGRATED FINANCIAL SOLUTIONS, INC. is a Reston, Virginia based financial advisory firm with nearly $226,550,434 in assets under management and provides investment advisory services for 300 clients. There are currently 1 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
112038
SEC#:
801-121153
No. of Clients:
300
Assets under Management
$226,550,434
No. of Advisors:
1
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