Adviser Profile
| As of Date | 04/26/2026 |
| Registration status | Registration Changed to INTEGRATED INVESTMENT STRATEGIES,INC. |
| ADV Location | CARMEL, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 104,549,560 125% |
| of that, discretionary | 104,549,560 125% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 313,023 -35% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds