Integrated Capital Management
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 284766
- Registered since
- April 25, 2018
- Website
- www.integratedcm.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.21%
- Individuals16.99%
- Pension & Profit Sharing Plans6.19%
- Corporations / Businesses2.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Integrated Capital Management is an independent RIA organized as an LLC that positions itself as both an adviser and a capital allocator for individual, family and select institutional clients. The firm is registered with the SEC (registered in 2018) and combines portfolio management and financial planning with additional services such as pension consulting and the selection of third‑party advisers. It also operates an insurance brokerage practice. Fee arrangements include percentage‑of‑AUM, hourly and fixed‑fee options. Integrated Capital Management is not an active ESG investor. The firm was named among FA Magazine’s Top RIA Firms in 2020.
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$245M in ETFs
97%
$238M
3%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.8M | 51,955 | 16.22% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 21 E Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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