Integrated Investment Asset Management, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
313990
Registered since
May 21, 2021

Firm profile

FINTRX

Overview

Integrated Investment Asset Management, LLC is an SEC-registered limited liability company (registered in 2021) organized and owned by an individual. The firm does not present as a traditional adviser to retail accounts; its primary activity is sponsoring and managing pooled investment vehicles. Firm filings list the organization as acting as sponsor, general partner and managing member of those vehicles, signaling a manager role in fund formation, deal selection and ongoing portfolio oversight. The adviser is not identified as an active ESG investor, is not registered as a multistate adviser, and is not positioned as a pension consultant or capital allocator in the public filings.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Craig Nerenberg

    General PartnerCRD 2649038

  • Jason Newmark

    Jason Newmark

    Managing DirectorCRD 3100960

  • Stephen Apkon

    General PartnerCRD 1609195

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth