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Integrated Financial Strategies, LLC

● SEC registered since 2015CRD 165007SEC# 801-106490Fort Lauderdale, FL
Export (members)
Reg. AUM
$455M
Employees
6
Accounts
1,400
Location
Fort Lauderdale, FL

Integrated Financial Strategies, LLC assets under management

Integrated Financial Strategies, LLC is a registered investment adviser overseen by the SEC based in Fort Lauderdale, FL. The firm has been registered since 2015. It reports $455 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Integrated Financial Strategies, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kathleen Marie Pratt ControlChief Compliance OfficerUnder 5%2024
Kelly Gene Burke ControlManaging MemberOver 75%2007

Frequently asked questions

How much does Integrated Financial Strategies, LLC manage?

Integrated Financial Strategies, LLC reports $455 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Financial Strategies, LLC have?

Integrated Financial Strategies, LLC reports 6 employees.

Where is Integrated Financial Strategies, LLC located?

Integrated Financial Strategies, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2015.

Does Integrated Financial Strategies, LLC disclose fund performance?

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

Contact & registration

Address2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL 33308
Phone954-526-8339
Fax754-551-2668
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$380M
Non-discretionary$75M
Total (RAUM)$455M