Integrated Investment Consultants, LLC

Integrated Investment Consultants, LLC (CRD# 175299) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $720,840,060 in 202 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $3,568,515
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Integrated Investment Consultants, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew J. Croissant
CRD#: 3247611
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Matthew Croissant (CRD# 3247611) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.

2
Christopher A. Forte
CRD#: 1400180
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Christopher Forte (CRD# 1400180) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 38 years of experience in the finance industry.

3
Jeffrey C. Petherick
CRD#: 4376762
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Jeffrey Petherick (CRD# 4376762) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

4
Dena Soule
CRD#: 4570658
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Dena Soule (CRD# 4570658) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

5
Todd J. Wagenberg
CRD#: 2745479
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Todd Wagenberg (CRD# 2745479) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.

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