INTEGRATIVE FINANCIAL STRATEGIES

INTEGRATIVE FINANCIAL STRATEGIES is an SEC-registered investment adviser (CRD 152068). Regulatory assets under management: $20.0M.

Registration

• CRD: 152068
• Type: Registered investment adviser
• Phone: 925-899-9553
• Latest filing: 2026-05-30
• Regulatory AUM: $20.0M
• Discretionary AUM: $20.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Commissions.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152068 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search