INTEGRATED INVESTMENT CONSULTANTS, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 175299
- Registered since
- May 11, 2015
- Website
- www.integratedfas.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI66.56%
- Pension & Profit Sharing Plans27.67%
- Individuals2.97%
- Charitable Organizations2.42%
- Corporations / Businesses0.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Integrated Investment Consultants, LLC is an SEC-registered limited liability company that began advisory activity in 2015 and is owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients, combining portfolio management for individuals, small businesses and institutions with selection-of-adviser services and pension consulting. It also operates as an insurance broker and reports affiliations that include acting as an investment adviser sponsor, general partner, and managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees and other structures. Integrated Investment Consultants does not position itself as an ESG-active investor.
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 Funds78%
- Private Funds10%
- Exchange Traded Equities5%
- US Government Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1DENA SOULE
Managing Partner and Chief Compliance OfficerCRD 4570658
Contacts
3 of 9Christopher MacKenzie
Senior Investment ConsultantCRD 6695205
AVERY HASENAUER
Senior Financial ConsultantCRD 6535044
Adam Rivett
Director of Retirement Plan ServicesCRD 6343383
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$321M in ETFs
81%
$260M
18%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $30.6M | 71,806 | 9.55% |
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
- 40950 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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