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INTEGRATED INVESTMENT CONSULTANTS, LLC
CRD 175299File 801-96228
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.08B
Non-discretionary $7.7M
Clients
285
1,105 accounts
Employees
10
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 11, 2015
- Principal office
- 40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MI, 48304
- Phone
- 866-433-3581
- Website
- HTTPS://WWW.INTEGRATEDIC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $1.08B
- Non-discretionary AUM
- $7.7M
- Discretionary accounts
- 1,099
- Non-discretionary accounts
- 6
- Total accounts
- 1,105
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.2M |
| Charitable organizations | Fewer than 5 | $26.2M |
| High net worth individuals | 144 | $721.8M |
| Pension and profit sharing plans | 30 | $300.0M |
| Individuals (other than high net worth individuals) | 108 | $32.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — INSURANCE COMPENSATION
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 224 | 285 | increased by61 |
| Apr 1, 2026 | AUM | $773,184,329 | $1,084,348,046 | increased by$311,163,717 |
| Apr 1, 2026 | Accounts | 933 | 1,105 | increased by172 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 166 | 224 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $750,955,415 | $773,184,329 | increased by$22,228,914 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 172 | 933 | increased by761 |
| Apr 1, 2022 | Clients | 153 | 166 | increased by13 |
| Apr 1, 2022 | AUM | $705,286,810 | $750,955,415 | increased by$45,668,605 |
| Apr 1, 2022 | Accounts | 160 | 172 | increased by12 |
| 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 “INTEGRATED INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATED INVESTMENT” 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.