Integrated Financial Consulting, LLC

Integrated Financial Consulting, LLC (CRD# 130920) is a financial advisory firm headquartered in Airmont, NY. They manage $93,470,000 in 263 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
365 Route 59, Suite 251, Airmont, NY 10952
http://www.integratedfinancialconsulting.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $355,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Integrated Financial Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Vorchheimer, financial advisor Airmont NY
James M. Vorchheimer
CRD#: 2745751
365 Route 59, Suite 251, Airmont, NY 10952

James Vorchheimer (CRD# 2745751) is an Investment Advisor Representative working at Integrated Financial Consulting, LLC in Airmont, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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