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Integrated Investment Consultants, LLC
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Birmingham, Michigan
$519.9 million AUM
1 office

Integrated Investment Consultants, LLC is based in Birmingham, Michigan and has $519.9 million in assets under management.

Location
255 E. Brown Street, Suite 200
Birmingham, MI 48009
$519.9 million
AUM
6
Employees
AUM Share
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$519,943,000
Assets under management
152 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 54 $14,284,000 3% $264,519
High net worth individuals 85 $459,027,000 88% $5,400,318
Pension and profit sharing plans Fewer than 5 clients $2,942,000
Charitable organizations Fewer than 5 clients $15,741,000
Other corporations or businesses Fewer than 5 clients $27,949,000
Employees Share
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6
Employees
6
Investment analysts
100% of total employees
AUM per employee Share
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$519,943,000
Assets under management
$86,657,167
AUM per employee
$86,657,167
AUM per investment analyst
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Compensation

Integrated Investment Consultants, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Insurance compensation
Services offered

Integrated Investment Consultants, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 175,299
SEC number 801-96228
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 03, 2020

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