Integrated Financial Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,840,918
Clients
12
Advisors
1
of 1 employees
About
The firm is a state‑registered, independent investment adviser that provides investment supervisory services and individual portfolio management to individuals (including high‑net‑worth clients), trusts, estates, and profit‑sharing plans. It offers advice across a broad range of securities and may refer clients to unaffiliated third‑party money managers as part of its services.
Portfolios are managed primarily on a non‑discretionary basis, with trades implemented only with client approval, and the firm uses fundamental and technical analysis, asset allocation, and long‑term purchase strategies as part of its investment process. The firm recommends custody with major custodians and conducts periodic reviews and reporting, including monitoring of third‑party managers when engaged.
Noteworthy distinctions include that the firm’s principal is an active, licensed attorney who devotes a majority of professional time to legal practice and the firm discloses an affiliation with legal services, an arrangement that is not common among peers. The firm reports roughly $75.0 million in non‑discretionary assets for a small client base of about a dozen accounts, operates as a solo adviser, and does not accept commissions or sell proprietary products.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Main office
177 Bovet Road, Suite 600
San Mateo CA 94402
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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