Integrated Capital Management, Inc.
Firm details
- Headquarters
- Jessup, Pennsylvania
- CRD number
- 149489
- Registered since
- April 14, 2009
- Website
- www.icm-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals55.76%
- State / Municipal Government26.09%
- Pension & Profit Sharing Plans10.23%
- HNWI7.14%
- Charitable Organizations0.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Integrated Capital Management, Inc. is a privately owned investment advisory firm, registered with the SEC since 2009 and organized as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional accounts, and bills clients on a percentage-of-AUM basis alongside other fee arrangements. Its stated advisory capabilities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm identifies as an active ESG investor, suggesting environmental, social or governance considerations figure into its decision-making, although specific ESG processes are not disclosed in the source data.
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Joseph Perfilio
Chief Executive OfficerCRD 2421822
Michael Paciotti
Chief Investment OfficerCRD 2731688
Rorry Altmann
Chief Operating OfficerCRD 6929068
Contacts
3 of 3
Brian Tugend
Senior Investment SpecialistCRD 7010783
Ryan Lehman
Director of InvestmentsCRD 4911734
Peter Seyler
Senior Investment SpecialistCRD 4459520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$197M in ETFs
69%
$137M
17%
$60.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $21.6M | 236,633 | 10.94% |
Location
Jessup, PA
Lackawanna
Location
Jessup, PA
Headquartered in Jessup, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lackawanna
- Address
- The Tekridge Ctr Alberigi Dr
- Time zone
- ET (UTC-5)
- Office locations
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