This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-18-2018
- Office Locations
- 3
Office Locations
About Integrated Financial Solutions, Pllc
Integrated Financial Solutions, PLLC (IFS) is a Tempe, AZ-based fee-only fiduciary RIA delivering comprehensive financial planning and investment/wealth management for individuals, families, and business owners, plus corporate 401(k) retirement plan services for employers and employees. Advice spans taxes, retirement, estate planning, and insurance, with portfolios implemented using ETFs and mutual funds. Serves Arizona and clients nationwide; featured in Financial Times and NerdWallet.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH A WEBER
Chief Compliance Officer, Managing Member, President
- CRD
- #4556745
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RORIC EUGENE GRIFFITH
Financial Planner, Investment Advisor Representative
- CRD
- #2783261
ROBERT JOSEPH SMITH
Owner
- CRD
- #4640693
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,974,428 | -- |
| Non-Discretionary | $8,072,584 | -- |
| Total | $85,047,012 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing