# INTEGRATED FINANCIAL STRATEGIES, INC.

INTEGRATED FINANCIAL STRATEGIES, INC. of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133948
- Type: SEC-registered investment adviser
- Location: 177 BOVET ROAD, SAN MATEO, CA, 94402
- Phone: 650-638-2321
- Latest filing: 2026-03-17
- Regulatory AUM: $75.0M
- Non-discretionary AUM: $75.0M
- Clients: 1
- Accounts: 13

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133948/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133948/similar
- Related entities: https://search.stillhousedata.com/firm/133948/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133948

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.