INTEGRATED FINANCIAL SOLUTIONS, PLLC

INTEGRATED FINANCIAL SOLUTIONS, PLLC of MESA, AZ is an SEC-registered investment adviser (CRD 291326). Regulatory assets under management: $85.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 291326
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291326 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search