|
⚲
|
| Integrated Financial Consulting LLC
✚
|
|
|---|---|
| CRD # | 130920 |
| SEC # | 801-107136 |
| CIK # | |
| AUM | $125.0 M (2025-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-426-6300 |
| Address | 365 Route 59 Airmont, NY 10952 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 21.6 |
| (b) Individuals (high net worth individuals) | 38 | 103.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 125.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 276 | 125.0 |
| Total | 276 | 125.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.0 | |
| Total | 276 | 125.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hegarty Advisors LLC
✚
|
NY | 0.1 |
|
Core Wealth Advisors LLC
✚
|
IN | 0.1 |
|
Opus Financial Solutions LLC
✚
|
IL | 0.1 |
|
James Scott S Co
✚
|
VA | 0.1 |
|
Liberty Financial Group Inc
✚
|
WI | 0.1 |
|
Quantum Capital Investments Inc
✚
|
0.1 | |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
Vilga Financial Planning LLC
✚
|
0.1 | |
|
Chacon Diaz & Di Virgilio Wealth Management LLC
✚
|
FL | 0.1 |
|
Boyd Capital Management LLC
✚
|
NY | 0.1 |