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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Investment Consultants LLC
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| CRD # | 175299 |
| SEC # | 801-96228 |
| CIK # | 0001665337 |
| AUM | $773.2 M (2025-04-16) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 866-433-3581 |
| Address | 40950 Woodward Ave, Suite 350 Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.4 | ||
| Apple Inc | 9.2 | ||
| Global MOFY Metaverse Ltd | 7.8 | ||
| J P Morgan Chase & Co | 7.6 | ||
| Alphabet Inc | 5.2 | ||
| Amazon Com Inc | 5.0 | ||
| Facebook Inc | 4.5 | ||
| Skyline Corp | 3.8 | ||
| Consensus Cloud Solutions Inc | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 57.0 |
| (b) Individuals (high net worth individuals) | 103 | 657.2 |
| (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 | 1 | 5.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 48.6 |
| (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 | 2 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 933 | 773.2 |
| By Discretionary | ||
| Discretionary | 924 | 761.0 |
| Non-Discretionary | 9 | 12.2 |
| Total | 933 | 773.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 773.2 | |
| Total | 933 | 773.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665337] |
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|---|---|---|
|
Westside Investment Management LLC
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CA | 0.8 |
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LP Investment Management LLC
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TX | 0.8 |
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ORG Partners LLC
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IN | 0.8 |
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Carson Advisory Inc
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GA | 0.8 |
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Alteri Wealth LLC
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CA | 0.8 |
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Lanham Odell & Co Inc
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WV | 0.8 |
|
Edge Wealth Management LLC
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NY | 0.8 |
|
Findec Wealth Services Inc
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CA | 0.8 |
|
FSA Wealth Partners Inc
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|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
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|
FL | 0.8 |