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INTEGRATED CAPITAL MANAGEMENT
21 E. Long Lake Road
Suite 102
Bloomfield Hills, Michigan 48304
Tel: 248-593-8900
About INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT, formally registered with the SEC as INTEGRATED CAPITAL MANAGEMENT. The firm was established in 04/25/2018. They have over 1 offices throughout the country.
INTEGRATED CAPITAL MANAGEMENT is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $283,158,011 assets under management, offering retirement planning & investment advisory services to 1768 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284766 |
| SEC# | 801-112907 |
| Assets Managed by Firm | $283,158,011 |
| No. of Clients | 1768 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1768 | $283,158,011 |
| Individuals (other than high net worth individuals) | 281 | $72,508,451 |
| High net worth individuals | 119 | $202,682,280 |
| Corporations or other businesses | 8 | $7,967,280 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
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