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 $720,840,060 assets under management, offering retirement planning & investment advisory services to 202 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 175299 |
SEC# | 801-96228 |
Assets Managed by Firm | $720,840,060 |
No. of Clients | 202 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 202 | $720,840,060 |
Individuals (other than high net worth individuals) | 67 | $12,534,123 |
High net worth individuals | 130 | $665,057,266 |
Charitable organizations | Fewer than 5 clients | $37,812,623 |
Corporations or other businesses | Fewer than 5 clients | $5,436,048 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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