Integrated Financial Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Reston, VA. Its latest Form ADV filing, dated February 9, 2026, reports $303M in regulatory assets under management, 1 employee, and 338 accounts.
Assets Under Management
$303M
Employees
1
Offices
--
Total Clients
237
Primary office
RESTON, VA
11872 SUNRISE VALLEY DRIVE, SUITE 200, RESTON, VA, United States
Top client segmentIndividuals represent 48.9% of total clients.
Top client categories% of clientsClients
1
Individuals
48.9%
116
2
HNWI
36.7%
87
3
Pension Plans
14.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$303Mas of February 9, 2026
Discretionary100.0%
$303M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$303M
Total Accounts338
10Y AUM Change+$175M (+136.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee237:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.