INTEGRATED RETIREMENT STRATEGIES

INTEGRATED RETIREMENT STRATEGIES is an SEC-registered investment adviser (CRD 142969). Regulatory assets under management: $44.3M.

Registration

• CRD: 142969
• Type: Registered investment adviser
• Phone: 503-327-5592
• Latest filing: 2026-03-26
• Regulatory AUM: $44.3M
• Discretionary AUM: $43.6M
• Non-discretionary AUM: $689K
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142969 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search