Integrated Investment Consultants, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.1B

Discretionary

$1.1B

99% of AUM

Avg account

$981K

Accounts

1,105

Employees

Advisory reps

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

FINTRX

Overview

Integrated Investment Consultants, LLC is an independent RIA organized as an LLC and SEC-registered since 2015. The firm functions as a capital allocator for both individual/family and institutional clients, combining portfolio management with adviser-selection and insurance brokerage services. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm charges a mix of percentage-of-AUM and fixed fees (and other fee arrangements) and does not market itself as an active ESG investor. Integrated Investment Consultants is owned by an individual and is classified as a single-state adviser in its filings. It identifies as a sponsor or managing member of pooled investment vehicles and lists relationships with other investment-adviser entities and general partners.