|
⚲
|
| Integrated Financial Consulting LLC
✚
|
|
|---|---|
| CRD # | 130920 |
| SEC # | 801-107136 |
| CIK # | |
| AUM | $80.0 MM (2023-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-426-6300 |
| Address | 365 Route 59 Airmont, NY 10952 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 20.2 |
| (b) Individuals (high net worth individuals) | 30 | 59.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 254 | 80.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 254 | 80.0 |
| Total | 254 | 80.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.0 | |
| Total | 254 | 80.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
1230 Advisors LLC
✚
|
NY | 0.1 |
|
Portland Financial Advisors Inc
✚
|
NY | 0.1 |
|
Burr Financial Services LLC
✚
|
CA | 0.1 |
|
Corinthian Wealth Management
✚
|
CA | 0.1 |
|
Jbglobalcom LLC
✚
|
NY | 0.1 |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
Alexander Capital Wealth Management LLC
✚
|
NY | 0.1 |
|
Gilbert Financial LLC
✚
|
NY | 0.1 |
|
Triad Investment Management LLC
✚
|
CA | 0.1 |
|
Hyland Bruce Tappan
✚
|
NJ | 0.1 |