Integrated Capital Management, Inc.
● SEC registered since 2009CRD 149489SEC# 801-70055Jessup, PA
Reg. AUM
$232.4M
Employees
7
Accounts
926
Location
Jessup, PA
Integrated Capital Management, Inc. assets under management
Integrated Capital Management, Inc. is an investment advisory firm registered with the SEC based in Jessup, PA. The firm has been registered since 2009. It reports $232.4 million in regulatory assets under management and employs 7 people.
Integrated Capital Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Clayton Perfilio Control | President And Chief Compliance Officer | 50-75% | 2009 |
| Michael Anthony Paciotti Control | Vice President And Chief Investment Officer | 50-75% | 2009 |
| Rorry Christopher Altmann Control | Chief Operating Officer | Under 5% | 2017 |
Frequently asked questions
How much does Integrated Capital Management, Inc. manage?
Integrated Capital Management, Inc. reports $232.4 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Capital Management, Inc. have?
Integrated Capital Management, Inc. reports 7 employees.
Where is Integrated Capital Management, Inc. located?
Integrated Capital Management, Inc. is based in Jessup, PA and has been SEC-registered since 2009.
Does Integrated Capital Management, Inc. disclose fund performance?
Integrated Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434 |
| Phone | 570-344-0100 |
| Fax | 570-961-3985 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1608826 |
| Discloses disciplinary history | No |
Regulatory AUM
$232.4M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$232.4Mregulatory AUM
Discretionary $232.4M