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INTEGRATIVE FINANCIAL STRATEGIES

HABIB, AMIR MOHAMMED

CRD 152068

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$20.0M

Discretionary AUM

$20.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Commissions

Org form

Sole Proprietorship

Filing date

2026-05-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals6$1.5M
High net worth individuals9$18.5M

All web addresses on file

Official SEC filing: View on IAPD