Integrated Investment Consultants, LLC
Integrated Investment Consultants, LLC (CRD# 175299) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $720,840,060 in 202 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management721MILLION
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Total Number of Accounts202ACCOUNTS
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Average Account Value$3,568,515
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MI
Matthew Croissant (CRD# 3247611) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.
Christopher Forte (CRD# 1400180) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 38 years of experience in the finance industry.
Jeffrey Petherick (CRD# 4376762) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.
Dena Soule (CRD# 4570658) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.
Todd Wagenberg (CRD# 2745479) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.