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Integrated Investment Consultants, LLC

● SEC registered since 2015CRD 175299SEC# 801-96228Bloomfield Hills, MI
Export (members)
Reg. AUM
$773.2M
Employees
11
Accounts
933
Location
Bloomfield Hills, MI

Integrated Investment Consultants, LLC assets under management

Integrated Investment Consultants, LLC is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2015. It reports $773.2 million in regulatory assets under management and employs 11 people.

Integrated Investment Consultants, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Anthony Forte ControlManaging Partner50-75%2015
Dena Soule ControlManaging Partner Cco5-10%2021
Todd J Wagenberg ControlManaging Partner25-50%2015

Frequently asked questions

How much does Integrated Investment Consultants, LLC manage?

Integrated Investment Consultants, LLC reports $773.2 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Investment Consultants, LLC have?

Integrated Investment Consultants, LLC reports 11 employees.

Where is Integrated Investment Consultants, LLC located?

Integrated Investment Consultants, LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2015.

Does Integrated Investment Consultants, LLC disclose fund performance?

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

Contact & registration

Address40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304
Phone866-433-3581
Fax248-385-2067
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1665337
Discloses disciplinary historyNo

Assets under management

Discretionary$761M
Non-discretionary$12.2M
Total (RAUM)$773.2M