INTEGRATED FINANCIAL SOLUTIONS, INC.

INTEGRATED FINANCIAL SOLUTIONS, INC. of RESTON, VA is an SEC-registered investment adviser (CRD 112038). Regulatory assets under management: $303.3M.

Registration

• CRD: 112038
• SEC file number: 801-121153
• Type: Registered investment adviser
• Location: 11872 SUNRISE VALLEY DRIVE, SUITE 200, RESTON, VA, 20191
• Phone: 703-295-9200
• Latest filing: 2026-02-09
• Regulatory AUM: $303.3M
• Discretionary AUM: $303.3M
• Clients: 1
• Accounts: 338

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112038 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search