INTEGRATED CAPITAL MANAGEMENT
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 284766
- Registered since
- April 25, 2018
- Website
- www.integratedcm.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.21%
- Individuals16.99%
- Pension & Profit Sharing Plans6.19%
- Corporations / Businesses2.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Integrated Capital Management is an independent Registered Investment Adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and it lists pension consulting among its service set. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Integrated Capital Management was recognized on FA Magazine’s Top RIA Firms list in 2020.
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
- Private Funds1%
Contacts
3 of 4BRIAN FRANKE
PrincipalCRD 5345272
John Devine
Financial AdvisorCRD 7505143
CATHY NAVARREROSS
Private Wealth AdvisorCRD 1649922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$211M in ETFs
97%
$205M
3%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $33.5M | 51,346 | 15.86% |
Location
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
- 21 E Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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