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Home > Retirement Planners > pennsylvania > jessup > INTEGRATED CAPITAL MANAGEMENT, INC.
INTEGRATED CAPITAL MANAGEMENT, INC.
The Tekridge Center
50 Alberigi Drive, Suite 114
Jessup, Pennsylvania 18434
Tel: 570-344-0100
About INTEGRATED CAPITAL MANAGEMENT, INC.
INTEGRATED CAPITAL MANAGEMENT, INC, formally registered with the SEC as INTEGRATED CAPITAL MANAGEMENT, INC. The firm was established in 04/14/2009. They have over 1 offices throughout the country.
INTEGRATED CAPITAL MANAGEMENT, INC. is a Jessup, Pennsylvania based Financial Planning firm with nearly $212,324,332 assets under management, offering retirement planning & investment advisory services to 1025 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149489 |
| SEC# | 801-70055 |
| Assets Managed by Firm | $212,324,332 |
| No. of Clients | 1025 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1025 | $212,324,332 |
| Individuals (other than high net worth individuals) | 974 | $123,221,905 |
| High net worth individuals | 9 | $13,728,852 |
| Pension and profit sharing plans | 13 | $20,166,577 |
| Charitable organizations | 5 | $1,602,509 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
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| $190,960,333,268 | 377 | 657 |
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