SourcingSourcing

INTEGRATED FINANCIAL SOLUTIONS, INC.

C49
CRD 112038·SEC 801-121153·RESTON, VA
AUM
$303.3M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$910K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD
112038
SEC file #
801-121153
EIN
541872621
DBA names
—

Economics

AUM
$303.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$128.3M → $303.3M▲ +136%
Client mix
Individuals Other116
Individuals High Net Worth87
Pension Profit Sharing Plans34

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
RESTON VA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
ifnadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAFAZOLI, MEHRDAD, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TAFAZOLI, MEHRDAD, MICHAEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IFNADVISORS.COM
Rdap Domain Creation Date
2005-09-06T19:57:25Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002086529
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2025-11-12
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0002085853-26-000340

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
11872 SUNRISE VALLEY DR.STE 200RESTON, VA 20191
Business
11872 SUNRISE VALLEY DR.STE 200RESTON, VA 20191
Edgar EIN
541872621
Edgar Recent Filings
13F-HR2026-04-13 · 0002085853-26-000340
13F-HR2026-01-23 · 0002085853-26-000070
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-06T19:57:25Z
Rdap Domain Last Changed
2023-06-29T17:27:38Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1954754
Trust Company Affiliate
No

People (8)

8
TAFAZOLI, MEHRDAD, MICHAEL
IAR · Direct Owner · 87.5%
1954754
JAMES RICHARD ARNHOLT
IAR
1634768
JOHN ANTHONY PERKO
IAR
2890960
BOBBY L BURNS
IAR
6530300
AUSDAL, ROBERT, BURNS
IAR
734479
CHILDREY, JOSEPH, BRIAN
IAR
1811921
ADAM JOHN SIMON
IAR
5663201
KENDRA KAY SIMON
IAR
4098173