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 corporate RIA that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional and business accounts, providing portfolio management for individuals/small businesses and for businesses or institutions, along with pension consulting services. Its fee model includes a percentage-of-AUM component and other fee arrangements. Integrated Capital Management identifies as an active ESG investor and does not present itself as a capital allocator; it relies on third-party managers and pooled vehicles for portions of its investment exposure.
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 3JOSEPH PERFILIO
Chief Executive OfficerCRD 2421822
MICHAEL PACIOTTI
Chief Investment OfficerCRD 2731688
Rorry Altmann
Chief Operating OfficerCRD 6929068
Contacts
3 of 3Brian Tugend
Senior Investment SpecialistCRD 7010783
RYAN LEHMAN
Director of InvestmentsCRD 4911734
PETER SEYLER
Investment SpecialistCRD 4459520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$208M in ETFs
65%
$135M
21%
$72.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $19.9M | 246,536 | 9.57% |
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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