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Building 2INTEGRATED BENEFITS, INCORPORATED

Map pin
Phone970-618-3000
NotebookSEC #801-132391
Total AUM
$101.3M
Employees
2
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30 AM - 4: 30 PM MST
MONDAY - THURSDAY
Phone
970-618-3000
Other Offices
1

ReceiptFinancials

Total AUM
$101.3M
Accounts
155
Discretionary
$81.2M
Accounts
150
Non-Discretionary
$20.1M
Accounts
5

ContactClients

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Individual Clients
125
AUM
$53.4M
HNW Individual Clients
25
AUM
$27.8M
Pension/Profit Sharing Plan Clients
5
AUM
$20.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

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

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