CRD: 152068
Integrative Financial Strategies
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2010
- Office Locations
- 1
Office Locations
About Integrative Financial Strategies
Integrative Financial Strategies is a fiduciary consulting and wealth management firm serving retirement plan sponsors and investment committees across defined contribution and defined benefit plans, providing fiduciary evaluation, training, plan design, and liability management on open-architecture platforms. For private wealth clients, it builds bespoke, research-driven portfolios using a core-and-satellite, globally diversified approach with an emphasis on tax and cost efficiency; public data indicates ETF-heavy implementations.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
AMIR MOHAMMED HABIB
Analyst, Financial Advisor
- CRD
- #1548055
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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