INTEGRATED FINANCIAL STRATEGIES, LLC

Fort Lauderdale, United States · CRD 165007

SEC-registered investment adviser since 2015 · limited liability company. It files no 13F, so there are no holdings to show.

Form ADV · 2026-08-28SEC adviser record

Others nearbyFort Lauderdale, FL, Concord, NC, Charlotte, NC

As an employer

Staff (Form ADV)5
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Fort Lauderdale, FL (main office)United States	United States
Concord, NCUnited States	United States	2
Charlotte, NC2 officesUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.