CRD: 165007
Integrated Financial Strategies, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2012
- Office Locations
- 5
Office Locations
About Integrated Financial Strategies, LLC
Integrated Financial Strategies, LLC is an RIA providing financial planning and discretionary asset management alongside investment tax planning, estate planning, and insurance services. The team builds risk-managed, goal-based portfolios using primarily ETFs and public funds, complemented by fixed income. Led by portfolio manager Wesley Mattox, the firm serves retail clients (including entrepreneurs) and custodies with Schwab/TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
KELLY GENE BURKE
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #2768537
- Ownership
- 75% or more
KATHLEEN MARIE PRATT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROY LEONARD MATTOX
Vice President
- CRD
- #1729009
WESLEY JORDAN MATTOX
Portfolio Manager
- CRD
- #6332844
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Delta vector ridge
- CRD
- #72981
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,000,000 | $7,000,000 |
| Non-Discretionary | $0 | -- |
| Total | $322,000,000 | $7,000,000 |
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Separately Managed Accounts
Total SMA Asset: $322,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,165,227,378 | 36.1% |
| Equity - Exchange | $1,397,501,327 | 23.3% |
| Municipal Bonds | $2,435,131,068 | 40.6% |
| Total | $5,997,859,773 | 100.0% |