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INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT LLC
CRD 284766 · SEC 801-112907
21 E. LONG LAKE ROAD, SUITE 102, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-593-8900
Fax
248-593-8903
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$429.8M
Discretionary AUM
$403.1M
Team
5 total employees; 5 advisory reps; 27 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $73.0M |
| High net worth individuals | 153 | $318.9M |
| Pension/profit sharing plans | 23 | $26.6M |
| Corporations/business entities | 10 | $11.2M |
States served
CA, GA, LA, MI, NC, OH, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD