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Building 2INTEGRATED INVESTMENT CONSULTANTS, LLC

Map pinBLOOMFIELD HILLS, MI
Phone866-433-3581
NotebookSEC #801-96228
Total AUM
$1.1B
Employees
10
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40950 WOODWARD AVE., SUITE 350
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
866-433-3581
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,105
Discretionary
$1.1B
Accounts
1,099
Non-Discretionary
$7.7M
Accounts
6

ContactClients

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Individual Clients
108
AUM
$32.2M
HNW Individual Clients
144
AUM
$721.8M
Pension/Profit Sharing Plan Clients
30
AUM
$300M
Charitable Organization Clients
2
AUM
$26.2M
Corporation or Business Clients
1
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE COMPENSATION

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMITX

HandshakeAffiliates

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

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