$44.3M Total AUM
$43.6M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2007
- Office Locations
- 1
Office Locations
-- Oregon City OR
About Integrated Retirement Strategies
Integrated Retirement Strategies is an independent, fee-only RIA providing retirement-focused financial planning and portfolio management, including tax, estate/wills, college and small-business planning and insurance guidance. Portfolios span stocks, bonds, international, mutual funds and REITs and are primarily ETF-based in managed accounts. Based in Oregon City, OR.
Team overview
66 AVG AGE
$44.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID WALTER PETERSON
President
- CRD
- #1803411
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,561,575 | -- |
| Non-Discretionary | $689,287 | -- |
| Total | $44,250,862 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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