Integrated Investment Consultants, LLC is a large advisory firm based in Birmingham. It manages $426.3 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida and Michigan.
Integrated Investment Consultants provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Integrated Investment Consultants, LLC is $426.3 million. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Integrated Investment Consultants, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Integrated Investment Consultants is high net worth individuals with 79 clients and $378.74 million of assets under management. Among the 10 most similar advisory firms, Integrated Investment Consultants has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $388.18 million for 125 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Integrated Investment Consultants doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Integrated Investment Consultants, LLC performs its advisory services is located at 255 E. Brown Street, Suite 200, Birmingham, MI 48009 6208, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-433-3581 or by fax 248-385-2067. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.