The INTEGRATED INVESTMENT CONSULTANTS is a privately held investment adviser that advises $1.09Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. INTEGRATED INVESTMENT CONSULTANTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 53.45% over the last 5-years.
The Group has been registered with the SEC for 11.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 10 investment and 0 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $1.09Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 33 other accounts. Assets of High Net Worth Individuals clients own $721.78mn or 66.1% of Total Assets and Pension and Profit Sharing Plans-Private own $300mn or 27.47% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $7.6mn in assets.
The Group discloses fixed fees and management fees.
INTEGRATED INVESTMENT CONSULTANTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.