Integrated Benefits, Incorporated
Firm details
- Headquarters
- Grand Junction, Colorado
- CRD number
- 112518
- Registered since
- April 14, 2025
- Website
- www.ibiadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.75%
- HNWI27.43%
- Pension & Profit Sharing Plans19.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Integrated Benefits, Incorporated is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm serves both individual/family and institutional clients and bills using a mix of asset-based fees and fixed fees. Integrated Benefits is registered with the SEC (registered in 2025) and is owned by an individual principal. The firm lists an insurance company affiliation among its industry connections.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents12%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grand Junction, CO
Mesa
Location
Grand Junction, CO
Headquartered in Grand Junction, CO, in the West of the United States.
- Region
- West
- County
- Mesa
- Address
- 326 Main St
- Time zone
- MT (UTC-7)
- Office locations
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