Integrated Financial Strategies, INC.

Public-record details

Address

177 Bovet Road, Suite 600, San Mateo, CA 94402

Phone

(650) 638-2321

Listed under

% of assets managed

CRD number

133948

Registration

State registered: CA

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$75.0 million

Accounts managed

13

Clients reported (Form ADV 5.D)

13

Individual / high-net-worth clients

5 / 7

Employees

1

Other business activities (Form ADV 6.A)

Also active as: lawyer or law firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-17

State registered (CA) investment adviser, CRD 133948, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 133948 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.