INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD #112038 SEC #801-121153 RESTON, VA 703-295-9200
SEC Registered
Total AUM
$226.6M
Discretionary
$226.6M
Employees
1
Clients
10
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $226.6M | $226.6M | $0 | 1 | 0 |
| Feb 2024 | $168.6M | $168.6M | $0 | 1 | 0 |
| Mar 2023 | $129M | $127.7M | $1.3M | 1 | 0 |
| Aug 2022 | $155.4M | $153.8M | $1.6M | 1 | 0 |
| Mar 2022 | $155.4M | $153.8M | $1.6M | 1 | 0 |
| Nov 2021 | $128.3M | $126.9M | $1.4M | 1 | 0 |
| May 2021 | $128.3M | $126.9M | $1.4M | 1 | 0 |
| May 2021 | $128.3M | $126.9M | $1.4M | 1 | 0 |
| Apr 2021 | $128.3M | $126.9M | $1.4M | 1 | 0 |
| Apr 2021 | $128.3M | $126.9M | $1.4M | 1 | 0 |
| Apr 2021 | $128.3M | $126.9M | $1.4M | 1 | 0 |
DateFeb 2025
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$129M
Discretionary$127.7M
Non-Disc.$1.3M
Employees1
Clients0
DateAug 2022
Total AUM$155.4M
Discretionary$153.8M
Non-Disc.$1.6M
Employees1
Clients0
DateMar 2022
Total AUM$155.4M
Discretionary$153.8M
Non-Disc.$1.6M
Employees1
Clients0
DateNov 2021
Total AUM$128.3M
Discretionary$126.9M
Non-Disc.$1.4M
Employees1
Clients0
DateMay 2021
Total AUM$128.3M
Discretionary$126.9M
Non-Disc.$1.4M
Employees1
Clients0
DateMay 2021
Total AUM$128.3M
Discretionary$126.9M
Non-Disc.$1.4M
Employees1
Clients0
DateApr 2021
Total AUM$128.3M
Discretionary$126.9M
Non-Disc.$1.4M
Employees1
Clients0
DateApr 2021
Total AUM$128.3M
Discretionary$126.9M
Non-Disc.$1.4M
Employees1
Clients0
DateApr 2021
Total AUM$128.3M
Discretionary$126.9M
Non-Disc.$1.4M
Employees1
Clients0