# INTEGRATED FINANCIAL SOLUTIONS, PLLC

INTEGRATED FINANCIAL SOLUTIONS, PLLC of MESA, AZ is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 291326
- Type: SEC-registered investment adviser
- Location: 7115 E. BASELINE RD. STE. 110, MESA, AZ, 85209
- Phone: (855) 275-4437
- Latest filing: 2026-02-27
- Regulatory AUM: $85.0M
- Discretionary AUM: $77.0M
- Non-discretionary AUM: $8.1M
- Clients: 4
- Accounts: 289

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291326/similar
- Related entities: https://search.stillhousedata.com/firm/291326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291326

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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.