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Integrated Financial Solutions, Inc.

● SEC registered since 2021CRD 112038SEC# 801-121153Reston, VA
Export (members)
Reg. AUM
$226.6M
Employees
1
Accounts
300
Location
Reston, VA

Integrated Financial Solutions, Inc. assets under management

Integrated Financial Solutions, Inc. operates as an SEC-registered investment adviser based in Reston, VA. The firm has been registered since 2021. It reports $226.6 million in regulatory assets under management and employs 1 people.
www.ifnadvisors.comView on SEC.gov ↗

Integrated Financial Solutions, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mehrdad Michael Tafazoli ControlPresident/CcoOver 75%1997

Frequently asked questions

How much does Integrated Financial Solutions, Inc. manage?

Integrated Financial Solutions, Inc. reports $226.6 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Financial Solutions, Inc. have?

Integrated Financial Solutions, Inc. reports 1 employees.

Where is Integrated Financial Solutions, Inc. located?

Integrated Financial Solutions, Inc. is based in Reston, VA and has been SEC-registered since 2021.

Does Integrated Financial Solutions, Inc. disclose fund performance?

Integrated Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11872 Sunrise Valley Drive, Suite 200, Reston, VA 20191
Phone703-295-9200
Fax703-295-8649
Office hours8:30 a.m. - 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$226.6M
Non-discretionary$0
Total (RAUM)$226.6M