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IIC
Legal name: INSTITUTIONAL INVESTMENT CONSULTING
CRD 168705File 801-78450
APPROVED
Filing as of Feb 1, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.