# Integrated Financial Solutions

Integrated Financial Solutions is a Bank / Wealth / Trust based in Reston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** Reston, VA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** ifnadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/integrated-financial-solutions

## Regulatory record

- **CRD number:** 112038
- **SEC file number:** 801-121153
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112038

## About

Founded in 2001 and headquartered in Reston, Virginia, Integrated Financial Solutions is a registered investment advisor providing financial planning and portfolio management to individuals, high-net-worth clients, and business entities. The firm's federal filing history confirms an advisory business structured around retail wealth management rather than institutional capital deployment. IFS offers investment advisory services including asset allocation, retirement planning, and ongoing portfolio supervision. Without publicly disclosed AUM, specific holdings, or named investment strategies, the firm presents the profile of a traditional RIA serving a local and regional client base in the greater Washington, D.C. area. The firm operates from a single office in Reston. Team size, named principals, and any specialization across asset classes remain undisclosed in public records. No adjacent vehicles — philanthropic foundations, real-asset arms, or co-investment clubs — are associated with the firm. IFS is structured as a conventional advisory practice without the sourcing advantages, co-investment networks, or sector concentrations that distinguish institutionally oriented family offices. The absence of public deployment data, investment team profiles, or named portfolio companies places the firm outside the peer set typically evaluated by institutional allocators.

## Questions

### Who runs investment decisions at Integrated Financial Solutions?

The firm has not publicly disclosed named principals or an investment committee structure through its regulatory filings or website. No named portfolio managers, CIO, or managing partners appear in available public records.

### What is Integrated Financial Solutions' assets under management?

IFS has not publicly disclosed its AUM. The firm's regulatory filings as a registered investment advisor do not include publicly reported AUM figures, and no external publication has cited a specific number.

### What investment stages and asset classes does Integrated Financial Solutions target?

IFS has not publicly disclosed specific asset-class allocations, stage preferences, or sector concentrations. The firm's advisory description points to standard wealth-management services including retirement planning and general portfolio construction.

## Related profiles

- [Integrated Capital](https://altss.com/profile/integrated-capital)
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Last updated: 2026-06-03T20:00:00.000Z

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