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Integrated Investment Strategies,inc.

● SEC registered since 2026CRD 122706SEC# 801-136676Carmel, IN
Export (members)
Reg. AUM
$104.5M
Employees
3
Accounts
334
Location
Carmel, IN

Integrated Investment Strategies,inc. assets under management

Integrated Investment Strategies,inc. operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2026. It reports $104.5 million in regulatory assets under management and employs 3 people.
www.integratedinvestments.comView on SEC.gov ↗

Integrated Investment Strategies,inc. owners & executives

1 reported
NameTitleOwnershipSince
Daniel Lubs ControlPresident And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Integrated Investment Strategies,inc. manage?

Integrated Investment Strategies,inc. reports $104.5 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Investment Strategies,inc. have?

Integrated Investment Strategies,inc. reports 3 employees.

Where is Integrated Investment Strategies,inc. located?

Integrated Investment Strategies,inc. is based in Carmel, IN and has been SEC-registered since 2026.

Does Integrated Investment Strategies,inc. disclose fund performance?

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

Contact & registration

Address600 E Carmel Drive, Suite 110, Carmel, IN 46032
Phone317-843-5577
Fax317-843-5366
Office hours8:00a.m. To 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$104.5M
Non-discretionary$0
Total (RAUM)$104.5M