# Integrated Retirement Strategies

Integrated Retirement Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 142969
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142969

## About

INTEGRATED RETIREMENT STRATEGIES is a state-registered investment adviser. The firm manages $44 million in assets on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Retirement Planning
- Wealth Management
- Financial Advisory

## Questions

### What is Integrated Retirement Strategies?

Integrated Retirement Strategies is a registered investment advisor that provides retirement-focused financial planning and investment management services to individuals and families. The firm's name emphasizes a holistic approach that coordinates multiple financial strategies—such as Social Security, tax planning, and asset allocation—into a unified retirement plan.

### Who runs investment decisions at Integrated Retirement Strategies?

No named principals or leadership are publicly documented for Integrated Retirement Strategies. The firm's ownership and decision-making structure remain undisclosed in public records.

## Related profiles

- [SBI FUNDS MANAGEMENT LIMITED](https://altss.com/profile/sbi-funds-management-limited)
- [NorthPeak Financial](https://altss.com/profile/northpeak-financial-inc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/integrated-retirement-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology