FORT LAUDERDALE, FLCRD 165007Latest ADV March 31, 2026
Integrated Financial Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 31, 2026, reports $322M in regulatory assets under management, 5 employees, 3 offices, and 46 accounts.
Assets Under Management
$322M
Employees
5
Offices
3 offices
Total Clients
474
Primary office
FORT LAUDERDALE, FL
2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
322
2
HNWI
32.1%
152
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of March 31, 2026
Discretionary100.0%
$322M
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.
Total AUM$322M
Total Accounts46
10Y AUM Change+$125M (+63.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee95:1
10Y Employee Change-4 (-44.4%)
* 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.