IIC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 168705
- Registered since
- August 22, 2013
- Website
- www.iic-usa.com
- Custodians
- EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
IIC is an institutional registered investment adviser, formed prior to 2013 and owned by an individual. The firm serves institutional clients and provides pension consulting and educational seminars/workshops, operating on a fixed-fee and other fee basis rather than pure AUM billing. IIC does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Its work appears centered on advisory services for institutional retirement plans and related education.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 5
Lewis Rowe
Managing DirectorCRD 1349573
Michael Kozemchak
Managing DirectorCRD 2717038
Paul Stephens
Managing DirectorCRD 2220491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 7 W Square Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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