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Building 2INTEGRATED CAPITAL MANAGEMENT

Map pinBLOOMFIELD HILLS, MI
Phone248-593-8900
NotebookSEC #801-112907
Total AUM
$429.8M
Employees
5
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 E. LONG LAKE ROAD
SUITE 102
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
248-593-8900

ReceiptFinancials

Total AUM
$429.8M
Accounts
2,021
Discretionary
$403.1M
Accounts
1,996
Non-Discretionary
$26.6M
Accounts
25

ContactClients

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Individual Clients
262
AUM
$73M
HNW Individual Clients
153
AUM
$318.9M
Pension/Profit Sharing Plan Clients
23
AUM
$26.6M
Corporation or Business Clients
10
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMINCNHOHSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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