Integrated Financial Consulting, LLC
● SEC registered since 2016CRD 130920SEC# 801-107136Airmont, NY
Reg. AUM
$141.5M
Employees
1
Accounts
281
Location
Airmont, NY
Integrated Financial Consulting, LLC assets under management
Integrated Financial Consulting, LLC is an SEC-registered investment adviser based in Airmont, NY. The firm has been registered since 2016. It reports $141.5 million in regulatory assets under management and employs 1 people.
Integrated Financial Consulting, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Marc Vorchheimer Control | President And Cco | Over 75% | 2003 |
Frequently asked questions
How much does Integrated Financial Consulting, LLC manage?
Integrated Financial Consulting, LLC reports $141.5 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Financial Consulting, LLC have?
Integrated Financial Consulting, LLC reports 1 employees.
Where is Integrated Financial Consulting, LLC located?
Integrated Financial Consulting, LLC is based in Airmont, NY and has been SEC-registered since 2016.
Does Integrated Financial Consulting, LLC disclose fund performance?
Integrated Financial Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 365 Route 59, Suite 251, Airmont, NY 10952 |
| Phone | 845-426-6300 |
| Office hours | 10-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$141.5Mregulatory AUM
Discretionary $0Non-discretionary $141.5M