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Integrated Capital Management, Inc.
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Jessup, Pennsylvania
$203.7 million AUM
1 office

Integrated Capital Management, Inc. is based in Jessup, Pennsylvania and has $203.7 million in assets under management.

Location
the Tekridge Center
50 Alberigi Drive, Suite 114
Jessup, PA 18434
$203.7 million
AUM
7
Employees
AUM Share
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$203,734,228
Assets under management
900 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 710 $84,320,860 41% $118,762
High net worth individuals 10 $13,826,089 7% $1,382,609
Pension and profit sharing plans 18 $27,459,235 13% $1,525,513
Charitable organizations Fewer than 5 clients $873,967
State or municipal government entities 33 $64,162,378 31% $1,944,314
Other investment advisers 125 $13,091,699 6% $104,734
Employees Share
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7
Employees
7
Investment analysts
100% of total employees
AUM per employee Share
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$203,734,228
Assets under management
$29,104,890
AUM per employee
$29,104,890
AUM per investment analyst
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Compensation

Integrated Capital Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Integrated Capital Management, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 149,489
SEC number 801-70055
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date March 02, 2020

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