INTEGRATED FINANCIAL CONSULTING, LLC

365 Route 59
Suite 251
Airmont, New York 10952
Tel: 845-426-6300

About INTEGRATED FINANCIAL CONSULTING, LLC

INTEGRATED FINANCIAL CONSULTING, LLC, formally registered with the SEC as INTEGRATED FINANCIAL CONSULTING, LLC. The firm was established in 01/29/2016. They have over 1 offices throughout the country.

INTEGRATED FINANCIAL CONSULTING, LLC is a Airmont, New York based Financial Planning firm with nearly $93,470,000 assets under management, offering retirement planning & investment advisory services to 263 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130920
SEC#	801-107136
Assets Managed by Firm	$93,470,000
No. of Clients	263
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	263	$93,470,000
Individuals (other than high net worth individuals)	62	$25,218,000
High net worth individuals	30	$68,252,000

More Retirement Planning firms in Airmont, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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