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INTEGRATED FINANCIAL SOLUTIONS, INC.

RESTON, VA · CRD 112038 · IAPD ↗ · ifnadvisors.com · 703-295-9200

$303.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — INTEGRATED FINANCIAL SOLUTIONS, INC. reported RAUM up 34% ($226.6M -> $303.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — INTEGRATED FINANCIAL SOLUTIONS, INC. reported RAUM up 34% ($168.6M -> $226.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — INTEGRATED FINANCIAL SOLUTIONS, INC. reported RAUM up 31% ($129.0M -> $168.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.