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IIC
Legal name: INSTITUTIONAL INVESTMENT CONSULTING
CRD 168705File 801-78450
APPROVED
Filing as of Feb 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$125.0M
Bottom 25% of cohort (national)
Discretionary AUM
$125.0M
Clients
45
4 accounts
Employees
13
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 22, 2013
- Principal office
- 7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, 48302
- Phone
- 248-339-9808
- Website
- HTTPS://WWW.IIC-USA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $125.0M
- Discretionary AUM
- $125.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 45 | $125.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT
Advisory activities
- Other
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | AUM | $0 | $125,000,000 | increased by$125,000,000 |
| Feb 1, 2026 | Accounts | 0 | 4 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 45 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.