$75.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta vitalAtlas +more
- Established Date
- 07-11-2005
- Office Locations
- 1
Office Locations
177 Bovet Road Suite 600 SAN Mateo CA
About Integrated Financial Strategies, Inc.
Integrated Financial Strategies, Inc. is a San Mateo, CA advisory firm providing financial planning and ongoing asset management, with investment tax planning, estate planning, and insurance support. The practice emphasizes prudent, risk-managed portfolio construction and asset allocation, using vehicles such as ETFs, mutual funds, fixed income, and annuities. Custody is via Fidelity/NFS and planning workflows leverage eMoney.
Team overview
-- AVG AGE
$75.0M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
20.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Unlock to see real insight on foundation wave.
Upgrade to reveal position-level detail across foundation north.
Unlock to compare peer behavior around optima oak.
Premium access reveals conviction themes in eagle zenith prime.
Unlock to see real insight on frontier ridge.
Premium access reveals conviction themes in harbor vital.
See the complete signal summary connected to catalyst.
Full visibility includes strategy notes for oak peak.
Asset Classes
Fusion zenith
Client Personas
Foundation legacy
Custodian
Timber Harbor
Investment Themes
Quantum Quantum wave Peak summit Pathway
Investment Vehicles
Summit matrix Wave
Platform
Insight wave
Services
Catalyst Radial Matrix Element harbor Catalyst Meridian catalyst Wave catalyst Unison optima
Technology
Pioneer frontier Matrix Atlas
Owner & Executives
J
JOHN PETER ANTONAKOS
President
- CRD
- #4627391
- Ownership
- 75% or more
(436) 748-6086
timber.vertex@northcapital.com
in linkedin.com/in/optima-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $75,048,245 | -- |
| Total | $75,048,245 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $75,048,245
Public Funds:
18.9% Cash:
26.0% Equity - Exchange:
33.4% Municipal Bonds:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,194,846,844 | 18.9% |
| Cash | $1,643,704,653 | 26.0% |
| Equity - Exchange | $2,111,528,285 | 33.4% |
| Municipal Bonds | $1,371,861,192 | 21.7% |
| Total | $6,321,940,974 | 100.0% |