I
Integrated Financial Strategies, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,840,918
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$6,153,410
About
The firm is a state‑registered, independent investment adviser that provides investment supervisory services and individual portfolio management to individuals (including high‑net‑worth clients), trusts, estates, and profit‑sharing plans. It offers advice across a broad range of securities and may refer clients to unaffiliated third‑party money managers as part of its services.
Portfolios are managed primarily on a non‑discretionary basis, with trades implemented only with client approval, and the firm uses fundamental and technical analysis, asset allocation, and long‑term purchase strategies as part of its investment process. The firm recommends custody with major custodians and conducts periodic reviews and reporting, including monitoring of third‑party managers when engaged.
Noteworthy distinctions include that the firm’s principal is an active, licensed attorney who devotes a majority of professional time to legal practice and the firm discloses an affiliation with legal services, an arrangement that is not common among peers. The firm reports roughly $75.0 million in non‑discretionary assets for a small client base of about a dozen accounts, operates as a solo adviser, and does not accept commissions or sell proprietary products.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Main office location
Integrated Financial Strategies, Inc.
177 Bovet Road, Suite 600
San Mateo CA 94402, United States
Number of offices
1
Most active in
Integrated Financial Strategies, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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