Integrated Benefits, Incorporated
● SEC registered since 2025CRD 112518SEC# 801-132391
Reg. AUM
$101.3M
Employees
2
Accounts
155
Location
—
Integrated Benefits, Incorporated assets under management
Integrated Benefits, Incorporated operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $101.3 million in regulatory assets under management and employs 2 people.
Integrated Benefits, Incorporated owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roy Edwin Stachnik Control | President And Owner | Over 75% | 1997 |
| Sarah Katherine Stachnik Control | Chief Compliance Officer And Owner | 10-25% | 2025 |
Frequently asked questions
How much does Integrated Benefits, Incorporated manage?
Integrated Benefits, Incorporated reports $101.3 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Benefits, Incorporated have?
Integrated Benefits, Incorporated reports 2 employees.
Does Integrated Benefits, Incorporated disclose fund performance?
Integrated Benefits, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 970-618-3000 |
| Office hours | 7:30 a.m. - 4: 30 p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.3M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$101.3Mregulatory AUM
Discretionary $81.2MNon-discretionary $20.1M