Integrated Investment Consultants, LLC
● SEC registered since 2015CRD 175299SEC# 801-96228Bloomfield Hills, MI
Reg. AUM
$1.08B
Employees
10
Accounts
1,105
Location
Bloomfield Hills, MI
Integrated Investment Consultants, LLC assets under management
Integrated Investment Consultants, LLC is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2015. It reports $1.1 billion in regulatory assets under management and employs 10 people.
Integrated Investment Consultants, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Anthony Forte Control | Managing Partner | 50-75% | 2015 |
| Dena Soule Control | Managing Partner Cco | 5-10% | 2021 |
| Todd J Wagenberg Control | Managing Partner | 25-50% | 2015 |
Frequently asked questions
How much does Integrated Investment Consultants, LLC manage?
Integrated Investment Consultants, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Integrated Investment Consultants, LLC have?
Integrated Investment Consultants, LLC reports 10 employees.
Where is Integrated Investment Consultants, LLC located?
Integrated Investment Consultants, LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2015.
Does Integrated Investment Consultants, LLC disclose fund performance?
Integrated Investment Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304 |
| Phone | 866-433-3581 |
| Fax | 248-385-2067 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1665337 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08BNon-discretionary $7.7M