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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 $720,840,060 assets under management, offering retirement planning & investment advisory services to 202 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#175299
SEC#801-96228
Assets Managed by Firm$720,840,060
No. of Clients202
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (INSURANCE COMPENSATION)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total202$720,840,060
Individuals (other than high net worth individuals)67$12,534,123
High net worth individuals130$665,057,266
Charitable organizationsFewer than 5 clients$37,812,623
Corporations or other businessesFewer than 5 clients$5,436,048

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