Integrated Asset Management, Inc.
RIAState Registered
Total AUM
$28.1M
Discretionary
$28.1M
100% of AUM
Avg account
$312K
Accounts
90
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 121641
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.12%
- Individuals31.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Integrated Asset Management, Inc. is an independent Registered Investment Adviser that serves individuals and families. The firm is corporately organized and owned by an individual owner. Its advisory services are built around financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Compensation is through asset-based fees and fixed fees. FINTRX data indicates the firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds89%
- Exchange Traded Equities11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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