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Integrated Financial Resources, Inc. (Toledo)


Integrated Financial Resources, Inc. is an adviser based in Toledo. It manages $22 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Ohio.

Integrated Financial Resources provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrated Financial Resources: assets under management

The assets under management (AUM) of Integrated Financial Resources, Inc. is $22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.87 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrated Financial Resources, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Toledo

The principal office where Integrated Financial Resources, Inc. performs its advisory services is located at 7261 W. Central Avenue, Toledo, OH 43617, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-842-1505 or by fax 419-846-1406. The normal business hours are 8:30 a.m.- 4:30 p.m. on Monday - Friday.


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