I
$303.3M Total AUM
$303.3M Disc. AUM
34.0% 3Y CAGR
1 Employees
237 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-18-2001
- Office Locations
- 1
Office Locations
11872 Sunrise Valley Dr. Suite 200 Reston VA
About Integrated Financial Solutions, Inc.
Integrated Financial Solutions, Inc. is a Reston, VA-based RIA providing personalized financial planning and wealth management focused on longevity, legacy protection, and long-term independence. The firm supports portfolio construction, tax and estate planning, and insurance needs, with strategies implemented largely through ETFs and mutual funds. Primary custody is Pershing.
Team overview
60 AVG AGE
$303.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
25 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Quantum Timber
Investment Themes
Momentum
Investment Vehicles
Foundation
Services
Alpha pioneer Prime Glacier pioneer Legacy foundation Bridge pioneer
Owner & Executives
M
MEHRDAD MICHAEL TAFAZOLI
Chief Compliance Officer, President
- CRD
- #1954754
- Ownership
- 75% or more
(839) 607-9904
glacier.value@peakcapital.com
in linkedin.com/in/ember-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,305,402 | $897,353 |
| Non-Discretionary | $0 | -- |
| Total | $303,305,402 | $897,353 |
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Separately Managed Accounts
Total SMA Asset: $303,305,402
Equity - Exchange:
30.7% Public Funds:
29.6% Cash:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $937,045,318 | 30.7% |
| Public Funds | $903,470,404 | 29.6% |
| Cash | $1,211,749,157 | 39.7% |
| Total | $3,052,264,879 | 100.0% |