Integrated Financial Solutions, Inc.
● SEC registered since 2021CRD 112038SEC# 801-121153Reston, VA
Reg. AUM
$303.3M
Employees
1
Accounts
338
Location
Reston, VA
Integrated Financial Solutions, Inc. assets under management
Integrated Financial Solutions, Inc. operates as an SEC-registered investment adviser based in Reston, VA. The firm has been registered since 2021. It reports $303.3 million in regulatory assets under management and employs 1 people.
Integrated Financial Solutions, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mehrdad Michael Tafazoli Control | President/Cco | Over 75% | 1997 |
Frequently asked questions
How much does Integrated Financial Solutions, Inc. manage?
Integrated Financial Solutions, Inc. reports $303.3 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Financial Solutions, Inc. have?
Integrated Financial Solutions, Inc. reports 1 employees.
Where is Integrated Financial Solutions, Inc. located?
Integrated Financial Solutions, Inc. is based in Reston, VA and has been SEC-registered since 2021.
Does Integrated Financial Solutions, Inc. disclose fund performance?
Integrated Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11872 Sunrise Valley Drive, Suite 200, Reston, VA 20191 |
| Phone | 703-295-9200 |
| Fax | 703-295-8649 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$303.3M▲ 34%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$303.3Mregulatory AUM
Discretionary $303.3M