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INTEGRATED BENEFITS, INCORPORATED
CRD 112518 · SEC 801-132391
CA, United States
Phone
970-618-3000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$101.3M
Discretionary AUM
$81.2M
Team
2 total employees; 2 advisory reps; 125 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $53.4M |
| High net worth individuals | 25 | $27.8M |
| Pension/profit sharing plans | 5 | $20.1M |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD