$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Bank · Nationwide · Pershing · Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-24-2000
- Office Locations
- 1
Office Locations
7261 West Central Avenue Toledo OH
About Integrated Financial Resources, Inc.
Integrated Financial Resources, Inc. is a Toledo-based RIA. The firm has been operating for 26 years. Managing $11.3M in total assets under management, with 2 advisory representatives. They custody assets with Capital Bank and Nationwide.
Team overview
70 AVG AGE
$5.7M AVG AUM / ADVISOR
$538.1K AVG AUM / CLIENT
25.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN TIMOTHY ROSS
Chief Compliance Officer, DIRECTOR, President
- CRD
- #1045479
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
THOMAS ALLAN HALSEY
Owner
- CRD
- #1026633
Available
Available
Available
ROBERT LEE THOMPSON
Financial Advisor
- CRD
- #1349425
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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