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| Integrated Investment Consultants LLC
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| CRD # | 175299 |
| SEC # | 801-96228 |
| CIK # | 0001665337 |
| AUM | 1,084.3 M (2026-04-01) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-433-3581 |
| Address | 40950 Woodward Ave, Suite 350 Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gores Holdings IV Inc | 19.4 | ||
| Apple Inc | 10.5 | ||
| Global MOFY Metaverse Ltd | 9.3 | ||
| Microsoft Corp | 9.0 | ||
| Alphabet Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Amazon Com Inc | 3.4 | ||
| Merck & Co Inc | 3.3 | ||
| Lilly Eli & Co | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 32.2 |
| (b) Individuals (high net worth individuals) | 144 | 721.8 |
| (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 | 30 | 300.0 |
| (h) Charitable organizations | 2 | 26.2 |
| (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 | 1 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,105 | 1,084.3 |
| By Discretionary | ||
| Discretionary | 1,099 | 1,076.7 |
| Non-Discretionary | 6 | 7.7 |
| Total | 1,105 | 1,084.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,084.3 | |
| Total | 1,105 | 1,084.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665337] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CW Investment Advisers LLC
✚
|
CA | 1,084.3 M |
|
King Wealth Management Group LLC
✚
|
NY | 1,084.1 M |
|
Austin Wealth Management LLC
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|
TX | 1,083.0 M |
|
FPL Capital Management LLC
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LA | 1,082.7 M |
|
NFSG Corporation
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|
FL | 1,082.6 M |
|
BPS Wealth Advisors Inc
✚
|
OH | 1,082.6 M |
|
Sovereign Financial Group Inc
✚
|
CT | 1,082.6 M |
|
Randolph Co Inc
✚
|
OH | 1,082.2 M |
|
Corvus Wealth Advisors LLC
✚
|
CA | 1,080.6 M |
|
Trebuchet Consulting LLC
✚
|
PA | 1,080.4 M |