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Integrated Capital Management, Inc.

● SEC registered since 2009CRD 149489SEC# 801-70055Jessup, PA
Export (members)
Reg. AUM
$212.3M
Employees
6
Accounts
1,025
Location
Jessup, PA

Integrated Capital Management, Inc. assets under management

Integrated Capital Management, Inc. is an investment advisory firm registered with the SEC based in Jessup, PA. The firm has been registered since 2009. It reports $212.3 million in regulatory assets under management and employs 6 people.

Integrated Capital Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Joseph Clayton Perfilio ControlPresident And Chief Compliance Officer50-75%2009
Michael Anthony Paciotti ControlVice President And Chief Investment Officer50-75%2009
Rorry Christopher Altmann ControlChief Operating OfficerUnder 5%2017

Frequently asked questions

How much does Integrated Capital Management, Inc. manage?

Integrated Capital Management, Inc. reports $212.3 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Capital Management, Inc. have?

Integrated Capital Management, Inc. reports 6 employees.

Where is Integrated Capital Management, Inc. located?

Integrated Capital Management, Inc. is based in Jessup, PA and has been SEC-registered since 2009.

Does Integrated Capital Management, Inc. disclose fund performance?

Integrated Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressThe Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434
Phone570-344-0100
Fax570-961-3985
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1608826
Discloses disciplinary historyNo

Assets under management

Discretionary$212.3M
Non-discretionary$0
Total (RAUM)$212.3M