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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAFAZOLI, MEHRDAD, MICHAEL | I | CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
| TAFAZOLI, MEHRDAD, MICHAEL | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (2)
MD VA
Address
11872 SUNRISE VALLEY DRIVESUITE 200
RESTON, VA 20191
United States
Phone: 703-295-9200