Integrated Capital Management, Inc.

Integrated Capital Management, Inc. (CRD# 149489) is a financial advisory firm headquartered in Jessup, PA. They manage $198,166,408 in 953 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $207,940
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, LA, MD, ME, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at Integrated Capital Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Ryan J. Lehman
CRD#: 4911734
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Ryan Lehman (CRD# 4911734) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 16 years of experience in the finance industry.

2
Terrence A. McMahon
CRD#: 5417192
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Terrence McMahon (CRD# 5417192) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 16 years of experience in the finance industry.

3
Michael A. Paciotti
CRD#: 2731688
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Michael Paciotti (CRD# 2731688) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 27 years of experience in the finance industry.

4
Joseph C. Perfilio
CRD#: 2421822
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Joseph Perfilio (CRD# 2421822) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 30 years of experience in the finance industry.

5
Brian A. Tugend
CRD#: 7010783
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Brian Tugend (CRD# 7010783) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 5 years of experience in the finance industry.

6
Peter Zabiegala
CRD#: 7677737
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Peter Zabiegala (CRD# 7677737) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has 1 year of experience in the finance industry.

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