| Name | Title | Ownership | Since |
|---|---|---|---|
| Roy Edwin Stachnik Control | President And Owner | Over 75% | 1997 |
| Sarah Katherine Stachnik Control | Chief Compliance Officer And Owner | 10-25% | 2024 |
Integrated Benefits, Incorporated reports $100.5 million in regulatory assets under management on its Form ADV.
Integrated Benefits, Incorporated reports 2 employees.
Integrated Benefits, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 970-618-3000 |
| Office hours | 7:30 a.m. - 4: 30 p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $79.8M |
| Non-discretionary | $20.7M |
| Total (RAUM) | $100.5M |