$75.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- 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
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Fusion zenith
Client Personas
Foundation legacy
Investment Themes
Quantum Quantum wave
Investment Vehicles
Summit matrix Wave
Services
Catalyst Radial Matrix
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
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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 | -- |
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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% |