Integrated Financial Strategies, LLC
● SEC registered since 2015CRD 165007SEC# 801-106490Fort Lauderdale, FL
Reg. AUM
—
Employees
5
Accounts
—
Location
Fort Lauderdale, FL
Integrated Financial Strategies, LLC assets under management
Integrated Financial Strategies, LLC is a registered investment adviser overseen by the SEC based in Fort Lauderdale, FL. The firm has been registered since 2015. It employs 5 people.
Integrated Financial Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathleen Marie Pratt Control | Chief Compliance Officer | Under 5% | 2024 |
| Kelly Gene Burke Control | Managing Member | Over 75% | 2007 |
Frequently asked questions
How many employees does Integrated Financial Strategies, LLC have?
Integrated Financial Strategies, LLC reports 5 employees.
Where is Integrated Financial Strategies, LLC located?
Integrated Financial Strategies, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2015.
Does Integrated Financial Strategies, LLC disclose fund performance?
Integrated Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL 33308 |
| Phone | 954-526-8339 |
| Fax | 754-551-2668 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322M▼ 29%
Mar '25Form ADV, monthlyJul '26
How this firm compares
EmployeesTop 62%
More than 38% of 16,820 advisers