CRD: 122706
Integrated Investment STRATEGIES,INC.
$104.5M Total AUM
$104.5M Disc. AUM
-- 3Y CAGR
3 Employees
156 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember primeOak +more
- Established Date
- 12-20-2001
- Office Locations
- 1
Office Locations
600 E Carmel Drive Carmel IN
About Integrated Investment STRATEGIES,INC.
Integrated Investment Strategies, Inc. is an Indiana-based fiduciary advisory firm serving local individuals and businesses with full-service financial planning and investment management, including retirement, business and estate planning and financial coaching. The team emphasizes data-driven, risk-conscious guidance and custodies client assets with Charles Schwab.
Team overview
-- AVG AGE
$34.8M AVG AUM / ADVISOR
$670.2K AVG AUM / CLIENT
0.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Optima zenith
Custodian
Vertex Crest Signal Vector
Investment Themes
Zenith Vector Beacon
Investment Vehicles
Beacon ember
Platform
Vector meridian
Services
Optima vector Meridian alpha Capital harbor Element Zenith vector Glacier
Technology
Frontier pioneer Matrix Vital oak Glacier oak
Owner & Executives
D
Daniel Lubs
Chief Compliance Officer, President
- CRD
- #7032080
- Ownership
- 75% or more
(915) 817-1893
wave.capital@fusioncapital.com
in linkedin.com/in/ember-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
D
DEREK MOISES ROBERTSON
--
- CRD
- #2827108
(654) 597-9674
element.delta@beaconcapital.com
in linkedin.com/in/atlas-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,549,560 | $313,023 |
| Non-Discretionary | $0 | -- |
| Total | $104,549,560 | $313,023 |
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Separately Managed Accounts
Total SMA Asset: $104,549,560
Public Funds:
27.4% Equity - Exchange:
72.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,071,903,414 | 27.4% |
| Equity - Exchange | $5,489,787,879 | 72.6% |
| Total | $7,561,691,293 | 100.0% |