PPrivate Fund Data Log in Join · $37/mo

Integrated Financial Consulting, LLC

● SEC registered since 2016CRD 130920SEC# 801-107136Airmont, NY
Export (members)
Reg. AUM
$125M
Employees
1
Accounts
276
Location
Airmont, NY

Integrated Financial Consulting, LLC assets under management

Integrated Financial Consulting, LLC is an SEC-registered investment adviser based in Airmont, NY. The firm has been registered since 2016. It reports $125 million in regulatory assets under management and employs 1 people.
www.integratedfinancialconsulting.comView on SEC.gov ↗

Integrated Financial Consulting, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Marc Vorchheimer ControlPresident And CcoOver 75%2003

Frequently asked questions

How much does Integrated Financial Consulting, LLC manage?

Integrated Financial Consulting, LLC reports $125 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Financial Consulting, LLC have?

Integrated Financial Consulting, LLC reports 1 employees.

Where is Integrated Financial Consulting, LLC located?

Integrated Financial Consulting, LLC is based in Airmont, NY and has been SEC-registered since 2016.

Does Integrated Financial Consulting, LLC disclose fund performance?

Integrated Financial Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address365 Route 59, Suite 251, Airmont, NY 10952
Phone845-426-6300
Office hours5-Oct
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$125M
Total (RAUM)$125M