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INTEGRATED INVESTMENT CONSULTANTS, LLC
CRD 175299File 801-96228
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.