INTEGRATED FINANCIAL STRATEGIES, INC.

INTEGRATED FINANCIAL STRATEGIES, INC. of SAN MATEO, CA is an SEC-registered investment adviser (CRD 133948). Regulatory assets under management: $75.0M.

Registration

• CRD: 133948
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 133948 on SEC IAPD (source of record)
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