Integrated Investment Consultants, LLC

Integrated Investment Consultants, LLC (CRD# 175299) is a financial advisory firm headquartered in Birmingham, MI. They manage $992,815,068 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    993
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $7,817,441
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Integrated Investment Consultants, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew J. Croissant
CRD#: 3247611
255 E. Brown Street, Suite 200, Birmingham, MI 48009
93
Wealthminder
score

Matthew Croissant (CRD# 3247611) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Birmingham, MI and has over 17 years of experience in the finance industry.

2
Dena Soule
CRD#: 4570658
255 E. Brown Street, Suite 200, Birmingham, MI 48009
93
Wealthminder
score

Dena Soule (CRD# 4570658) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Birmingham, MI and has over 13 years of experience in the finance industry.

3
Todd J. Wagenberg
CRD#: 2745479
255 E. Brown Street, Suite 200, Birmingham, MI 48009
93
Wealthminder
score

Todd Wagenberg (CRD# 2745479) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Birmingham, MI and has over 20 years of experience in the finance industry.

4
Christopher A. Forte
CRD#: 1400180
255 E. Brown Street, Suite 200, Birmingham, MI 48009
83
Wealthminder
score

Christopher Forte (CRD# 1400180) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Birmingham, MI and has over 31 years of experience in the finance industry.

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