INTEGRATED FINANCIAL STRATEGIES, LLC
CRD #165007 SEC #801-106490 FORT LAUDERDALE, FL 704-643-5000
SEC Registered
Total AUM
$455M
Discretionary
$380M
Employees
6
Clients
101
Accounts
1,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $455M | $380M | $75M | 6 | 0 |
| Mar 2025 | $455M | $380M | $75M | 6 | 0 |
| Nov 2024 | $397.7M | $327.2M | $70.5M | 6 | 0 |
| May 2024 | $397.7M | $327.2M | $70.5M | 6 | 0 |
| Apr 2024 | $397.7M | $327.2M | $70.5M | 6 | 0 |
| Mar 2024 | $397.7M | $327.2M | $70.5M | 6 | 0 |
| Nov 2023 | $292M | $292M | $0 | 6 | 0 |
| Jan 2023 | $292M | $292M | $0 | 6 | 0 |
| Sep 2022 | $267M | $267M | $0 | 6 | 0 |
| Jun 2022 | $267M | $267M | $0 | 6 | 0 |
| May 2022 | $267M | $267M | $0 | 6 | 0 |
| Mar 2022 | $267M | $267M | $0 | 6 | 0 |
| Aug 2021 | $245M | $245M | $0 | 5 | 0 |
| Feb 2021 | $245M | $245M | $0 | 5 | 0 |
| Dec 2020 | $225M | $165M | $60M | 6 | 0 |
| Jun 2020 | $225M | $165M | $60M | 6 | 0 |
| Mar 2020 | $225M | $165M | $60M | 6 | 0 |
| Sep 2019 | $198M | $142M | $56M | 8 | 0 |
| May 2019 | $198M | $142M | $56M | 8 | 0 |
| Feb 2019 | $198M | $142M | $56M | 8 | 0 |
| Feb 2018 | $206M | $151M | $55M | 6 | 0 |
| May 2017 | $197M | $142M | $55M | 9 | 400 |
| Feb 2017 | $197M | $142M | $55M | 9 | 400 |
| Jan 2017 | $197M | $142M | $55M | 9 | 400 |
| Jul 2016 | $187M | $125M | $62M | 9 | 400 |
| Feb 2016 | $187M | $125M | $62M | 9 | 400 |
| Nov 2015 | $125.5M | $92.8M | $32.7M | 5 | 26 |
| Nov 2015 | $125.5M | $92.8M | $32.7M | 5 | 26 |
| Jul 2015 | $125.5M | $92.8M | $32.7M | 5 | 26 |
DateMay 2025
Total AUM$455M
Discretionary$380M
Non-Disc.$75M
Employees6
Clients0
DateMar 2025
Total AUM$455M
Discretionary$380M
Non-Disc.$75M
Employees6
Clients0
DateNov 2024
Total AUM$397.7M
Discretionary$327.2M
Non-Disc.$70.5M
Employees6
Clients0
DateMay 2024
Total AUM$397.7M
Discretionary$327.2M
Non-Disc.$70.5M
Employees6
Clients0
DateApr 2024
Total AUM$397.7M
Discretionary$327.2M
Non-Disc.$70.5M
Employees6
Clients0
DateMar 2024
Total AUM$397.7M
Discretionary$327.2M
Non-Disc.$70.5M
Employees6
Clients0
DateNov 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$225M
Discretionary$165M
Non-Disc.$60M
Employees6
Clients0
DateJun 2020
Total AUM$225M
Discretionary$165M
Non-Disc.$60M
Employees6
Clients0
DateMar 2020
Total AUM$225M
Discretionary$165M
Non-Disc.$60M
Employees6
Clients0
DateSep 2019
Total AUM$198M
Discretionary$142M
Non-Disc.$56M
Employees8
Clients0
DateMay 2019
Total AUM$198M
Discretionary$142M
Non-Disc.$56M
Employees8
Clients0
DateFeb 2019
Total AUM$198M
Discretionary$142M
Non-Disc.$56M
Employees8
Clients0
DateFeb 2018
Total AUM$206M
Discretionary$151M
Non-Disc.$55M
Employees6
Clients0
DateMay 2017
Total AUM$197M
Discretionary$142M
Non-Disc.$55M
Employees9
Clients400
DateFeb 2017
Total AUM$197M
Discretionary$142M
Non-Disc.$55M
Employees9
Clients400
DateJan 2017
Total AUM$197M
Discretionary$142M
Non-Disc.$55M
Employees9
Clients400
DateJul 2016
Total AUM$187M
Discretionary$125M
Non-Disc.$62M
Employees9
Clients400
DateFeb 2016
Total AUM$187M
Discretionary$125M
Non-Disc.$62M
Employees9
Clients400
DateNov 2015
Total AUM$125.5M
Discretionary$92.8M
Non-Disc.$32.7M
Employees5
Clients26
DateNov 2015
Total AUM$125.5M
Discretionary$92.8M
Non-Disc.$32.7M
Employees5
Clients26
DateJul 2015
Total AUM$125.5M
Discretionary$92.8M
Non-Disc.$32.7M
Employees5
Clients26