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| Keyboard |
| Integrated Financial Consulting LLC
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|---|---|
| CRD # | 130920 |
| SEC # | 801-107136 |
| CIK # | |
| AUM | 141.5 M (2026-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-426-6300 |
| Address | 365 Route 59 Airmont, NY 10952 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 24.0 |
| (b) Individuals (high net worth individuals) | 40 | 115.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 141.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 281 | 141.5 |
| Total | 281 | 141.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.5 | |
| Total | 281 | 141.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Retail |
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|---|---|---|
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AR | 142.0 M |
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Hawthorn Capital Management LLC
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Dougherty & Associates LLC
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|
Marathon Wealth Partners Inc
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|
141.1 M | |
|
Lifeplan Financial LLC
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MN | 141.0 M |
|
Clement Street Capital LLC
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IL | 141.0 M |
|
Fortune Financial Group Inc
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|
141.0 M |