40950 Woodward Ave., Suite 350
Bloomfield Hills, Michigan 48304
Tel: 866-433-3581
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 175299 |
SEC# | 801-96228 |
Assets Managed by Firm | $779,631,288 |
No. of Clients | 183 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 183 | $779,631,288 |
Individuals (other than high net worth individuals) | 69 | $12,320,489 |
High net worth individuals | 109 | $735,926,000 |
Pension and profit sharing plans | Fewer than 5 clients | $1,981,903 |
Charitable organizations | Fewer than 5 clients | $24,589,779 |
Corporations or other businesses | Fewer than 5 clients | $3,247,909 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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