Integrated Investment Strategies,inc.
● SEC registered since 2026CRD 122706SEC# 801-136676Carmel, IN
Reg. AUM
$104.5M
Employees
3
Accounts
334
Location
Carmel, IN
Integrated Investment Strategies,inc. assets under management
Integrated Investment Strategies,inc. operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2026. It reports $104.5 million in regulatory assets under management and employs 3 people.
Integrated Investment Strategies,inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Lubs Control | President And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Integrated Investment Strategies,inc. manage?
Integrated Investment Strategies,inc. reports $104.5 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Investment Strategies,inc. have?
Integrated Investment Strategies,inc. reports 3 employees.
Where is Integrated Investment Strategies,inc. located?
Integrated Investment Strategies,inc. is based in Carmel, IN and has been SEC-registered since 2026.
Does Integrated Investment Strategies,inc. disclose fund performance?
Integrated Investment Strategies,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 E Carmel Drive, Suite 110, Carmel, IN 46032 |
| Phone | 317-843-5577 |
| Fax | 317-843-5366 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$104.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$104.5Mregulatory AUM
Discretionary $104.5M