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INTEGRATED INVESTMENT CONSULTANTS, LLC

40950 Woodward Ave., Suite 350
Bloomfield Hills, Michigan 48304
Tel: 866-433-3581

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About INTEGRATED INVESTMENT CONSULTANTS, LLC

INTEGRATED INVESTMENT CONSULTANTS, LLC, formally registered with the SEC as INTEGRATED INVESTMENT CONSULTANTS, LLC. The firm was established in 05/11/2015. They have over 1 offices throughout the country.

INTEGRATED INVESTMENT CONSULTANTS, LLC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $779,631,288 assets under management, offering retirement planning & investment advisory services to 183 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#175299
SEC#801-96228
Assets Managed by Firm$779,631,288
No. of Clients183
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(INSURANCE COMPENSATION)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total183$779,631,288
Individuals (other than high net worth individuals)69$12,320,489
High net worth individuals109$735,926,000
Pension and profit sharing plansFewer than 5 clients$1,981,903
Charitable organizationsFewer than 5 clients$24,589,779
Corporations or other businessesFewer than 5 clients$3,247,909

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