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INTEGRATED INVESTMENT CONSULTANTS, LLC
CRD 175299 · SEC 801-96228
40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MI, 48304, United States
Phone
866-433-3581
Fax
248-385-2067
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.08B
Team
10 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; INSURANCE COMPENSATION
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $32.2M |
| High net worth individuals | 144 | $721.8M |
| Pension/profit sharing plans | 30 | $300.0M |
| Charitable organizations | 2 | $26.2M |
| Corporations/business entities | 1 | $4.2M |
States served
CA, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD