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IIC
INSTITUTIONAL INVESTMENT CONSULTING
CRD 168705 · SEC 801-78450
7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, 48302, United States
Phone
248-339-9808
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.0M
Discretionary AUM
$125.0M
Team
13 total employees; 5 advisory reps; 45 broker-dealer reps
Clients
—
Fees
Fixed fees; CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-02-01
Disciplinary history
No
Services
Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 45 | $125.0M |
States served
DC, LA, MI, NE, TN, UT, TX, CT
All web addresses on file
Official SEC filing: View on IAPD