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Building 2INTEGRATED FINANCIAL CONSULTING, LLC

Map pinAIRMONT, NY
Phone845-426-6300
NotebookSEC #801-107136
Total AUM
$141.5M
Employees
1
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
365 ROUTE 59
SUITE 251
AIRMONT
NY 10952
United States
Operating Hours
10-5
Monday - Friday
Phone
845-426-6300

ReceiptFinancials

Total AUM
$141.5M
Accounts
281
Discretionary
$0
Accounts
0
Non-Discretionary
$141.5M
Accounts
281

ContactClients

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Individual Clients
47
AUM
$24M
HNW Individual Clients
40
AUM
$115.2M
Charitable Organization Clients
2
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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